+144.0%
PSX vs MUB
+10.5%
+133.5%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.9% |
| 7D | -7.8% | +0.6% | -8.4% | -7.8% |
| 30D | -9.9% | +3.4% | -13.3% | -9.8% |
| 3M | +16.9% | -0.7% | +17.6% | +16.5% |
| 6M | +48.0% | -1.0% | +48.9% | +47.4% |
| YTD | +98.3% | 0.0% | +98.4% | +96.9% |
| 1Y | +86.2% | +0.4% | +85.8% | +84.4% |
| 3Y | +144.0% | +10.5% | +133.5% | +130.8% |
| All | +144.0% | +10.5% | +133.5% | +130.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling