+134.7%
PSA vs MUB
+22.1%
+112.6%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.2% | 0.0% |
| 7D | +0.8% | +0.6% | +0.1% | -0.1% |
| 30D | +15.9% | +3.4% | +12.5% | +10.4% |
| 3M | +4.2% | -0.7% | +4.9% | +5.3% |
| 6M | +10.1% | -1.0% | +11.1% | +11.8% |
| YTD | +33.3% | 0.0% | +33.4% | +33.7% |
| 1Y | +28.2% | +0.4% | +27.9% | +27.9% |
| 3Y | +54.9% | +10.5% | +44.4% | +37.2% |
| 5Y | +28.3% | +3.1% | +25.2% | +22.8% |
| All | +134.7% | +22.1% | +112.6% | +87.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded MUB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling