+721.7%
PSA vs MUB
+76.3%
+645.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -3.7% | -0.9% | -2.8% | -3.2% |
| 30D | -7.7% | -1.4% | -6.3% | -6.9% |
| 3M | -0.6% | -2.2% | +1.6% | +0.7% |
| 6M | -0.9% | -1.9% | +1.0% | +0.3% |
| YTD | +18.7% | -0.8% | +19.4% | +19.3% |
| 1Y | +7.6% | +2.7% | +4.9% | +6.2% |
| 3Y | +23.7% | +8.6% | +15.1% | +19.2% |
| 5Y | +13.7% | +2.0% | +11.6% | +11.8% |
| 10Y | +98.9% | +17.9% | +80.9% | +91.5% |
| All | +721.7% | +76.3% | +645.5% | +796.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling