+1,000.7%
MUU vs PCG
-32.6%
+1,033.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -2.0% | +11.2% | +9.6% |
| 7D | -42.8% | -1.6% | -41.2% | -42.5% |
| 30D | -63.6% | +1.4% | -65.0% | -63.7% |
| 3M | -48.5% | -23.4% | -25.1% | -46.0% |
| 6M | -36.9% | -19.4% | -17.6% | -36.8% |
| YTD | +176.7% | -18.5% | +195.2% | +173.1% |
| 1Y | +266.3% | -19.5% | +285.8% | +265.5% |
| All | +1,000.7% | -32.6% | +1,033.2% | +977.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling