+2,423.9%
MUU vs PEG
-14.3%
+2,438.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.2% | -9.2% | -9.1% |
| 7D | +3.6% | -0.9% | +4.5% | +4.5% |
| 30D | +22.3% | -2.8% | +25.1% | +25.7% |
| 3M | -8.2% | -6.9% | -1.3% | -1.6% |
| 6M | +256.3% | -11.4% | +267.7% | +300.9% |
| YTD | +534.4% | -7.4% | +541.8% | +558.4% |
| 1Y | +2,163.5% | -8.3% | +2,171.8% | +2,262.1% |
| All | +2,423.9% | -14.3% | +2,438.2% | +2,734.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling