+1,843.7%
MUU vs PEG
-8.5%
+1,852.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.1% |
| 7D | -8.2% | -0.9% | -7.4% | -8.2% |
| 30D | +10.2% | -3.7% | +13.9% | +10.7% |
| 3M | -26.5% | -7.3% | -19.2% | -25.8% |
| 6M | +227.2% | -10.5% | +237.7% | +243.6% |
| YTD | +527.4% | -7.5% | +534.9% | +530.2% |
| 1Y | +1,843.7% | -8.7% | +1,852.4% | +1,848.9% |
| All | +1,843.7% | -8.5% | +1,852.2% | +1,848.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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