+365.6%
MUU vs PCG
-19.5%
+385.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +2.2% | -7.4% | -4.5% |
| 7D | +24.7% | +2.2% | +22.5% | +25.7% |
| 30D | -35.1% | +0.8% | -35.9% | -35.0% |
| 3M | -44.3% | -23.8% | -20.5% | -49.8% |
| 6M | -44.4% | -19.6% | -24.8% | -47.6% |
| YTD | +244.9% | -16.7% | +261.7% | +312.4% |
| 1Y | +365.6% | -19.4% | +385.0% | +456.8% |
| All | +365.6% | -19.5% | +385.1% | +456.8% |
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