+2,981.5%
MUU vs PFG
+51.4%
+2,930.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.5% | +13.1% | +11.3% |
| 7D | +17.4% | +5.5% | +11.8% | +18.5% |
| 30D | +24.0% | +2.4% | +21.6% | +24.6% |
| 3M | -23.9% | +13.6% | -37.5% | -25.1% |
| 6M | +284.4% | +27.9% | +256.5% | +250.2% |
| YTD | +583.7% | +35.6% | +548.2% | +503.8% |
| 1Y | +2,981.5% | +48.5% | +2,933.0% | +2,628.1% |
| All | +2,981.5% | +51.4% | +2,930.1% | +2,628.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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