+68,550.7%
MU vs PCG
+88.9%
+68,461.7%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -1.3% | -16.2% | -17.3% |
| 7D | -29.7% | 0.0% | -29.7% | -29.7% |
| 30D | -37.2% | +5.8% | -43.1% | -37.8% |
| 3M | -26.5% | -22.8% | -3.7% | -24.0% |
| 6M | +2.6% | -18.4% | +21.0% | +4.7% |
| YTD | +130.1% | -16.9% | +147.0% | +133.6% |
| 1Y | +176.7% | -17.6% | +194.3% | +181.1% |
| 3Y | +813.1% | -20.0% | +833.1% | +826.1% |
| 5Y | +822.0% | +16.0% | +805.9% | +775.3% |
| 10Y | +3,936.2% | -76.7% | +4,012.9% | +4,067.3% |
| All | +68,550.7% | +88.9% | +68,461.7% | +27,134.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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