+504.3%
MUU vs PCG
-14.1%
+518.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +0.8% | -14.8% | -13.7% |
| 7D | -35.9% | +1.9% | -37.8% | -35.4% |
| 30D | -47.1% | +8.5% | -55.6% | -45.6% |
| 3M | -29.8% | -22.9% | -7.0% | -36.2% |
| 6M | +16.0% | -16.8% | +32.8% | +11.3% |
| YTD | +286.1% | -15.8% | +301.9% | +358.2% |
| 1Y | +504.3% | -16.0% | +520.3% | +696.2% |
| All | +504.3% | -14.1% | +518.4% | +696.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling