+2,683.6%
MUU vs PFG
+39.6%
+2,643.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.9% | +6.4% | +6.5% |
| 7D | +15.0% | +3.2% | +11.8% | +10.1% |
| 30D | +36.8% | +0.9% | +35.9% | +33.9% |
| 3M | -8.5% | +7.7% | -16.2% | -22.1% |
| 6M | +320.7% | +29.0% | +291.8% | +163.8% |
| YTD | +599.7% | +32.5% | +567.2% | +311.1% |
| 1Y | +2,569.2% | +47.3% | +2,521.9% | +1,180.8% |
| All | +2,683.6% | +39.6% | +2,643.9% | +1,404.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling