+130.4%
PSA vs MUB
+22.3%
+108.1%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | +0.5% |
| 7D | -2.1% | -0.8% | -1.3% | -0.9% |
| 30D | +15.6% | +2.4% | +13.2% | +11.6% |
| 3M | +4.1% | -1.1% | +5.2% | +5.8% |
| 6M | +9.2% | -1.0% | +10.2% | +10.9% |
| YTD | +32.3% | -0.3% | +32.6% | +33.2% |
| 1Y | +26.2% | 0.0% | +26.2% | +26.5% |
| 3Y | +53.7% | +10.2% | +43.5% | +36.6% |
| 5Y | +26.6% | +2.9% | +23.6% | +21.4% |
| All | +130.4% | +22.3% | +108.1% | +76.5% |
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