+2,538.2%
MUU vs PEG
-13.0%
+2,551.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.7% | -3.7% | -3.8% |
| 7D | +13.9% | +1.0% | +12.9% | +12.6% |
| 30D | +24.8% | -1.9% | +26.7% | +27.2% |
| 3M | -15.7% | -3.7% | -12.1% | -13.2% |
| 6M | +338.9% | -9.4% | +348.3% | +381.3% |
| YTD | +563.2% | -6.0% | +569.1% | +577.6% |
| 1Y | +2,577.5% | -4.4% | +2,581.9% | +2,526.9% |
| All | +2,538.2% | -13.0% | +2,551.3% | +2,816.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling