+2,981.5%
MUU vs PCG
-6.6%
+2,988.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +2.4% | +9.2% | +12.2% |
| 7D | +17.4% | -13.9% | +31.2% | +14.6% |
| 30D | +24.0% | -16.9% | +40.8% | +20.4% |
| 3M | -23.9% | -14.7% | -9.2% | -25.2% |
| 6M | +284.4% | -23.8% | +308.2% | +285.8% |
| YTD | +583.7% | -10.5% | +594.2% | +624.9% |
| 1Y | +2,981.5% | -5.1% | +2,986.6% | +3,026.5% |
| All | +2,981.5% | -6.6% | +2,988.1% | +3,026.5% |
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