+186.6%
MU vs PFG
+44.5%
+142.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.1% |
| 7D | -15.2% | +3.0% | -18.2% | -14.6% |
| 30D | -29.5% | +8.2% | -37.7% | -28.3% |
| 3M | -15.8% | +2.7% | -18.5% | -15.1% |
| 6M | -2.9% | +17.2% | -20.1% | -4.6% |
| YTD | +154.2% | +34.8% | +119.5% | +133.7% |
| 1Y | +186.6% | +43.6% | +143.0% | +157.6% |
| All | +186.6% | +44.5% | +142.1% | +157.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 1y: compounded portfolio wealth divided by compounded PFG 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…
1y analysis · Full analysis span regression · 6 months rolling