+2,620.0%
MUU vs PFG
+42.9%
+2,577.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.5% | +13.1% | +13.3% |
| 7D | +17.4% | +5.5% | +11.8% | +9.6% |
| 30D | +24.0% | +2.4% | +21.6% | +19.6% |
| 3M | -23.9% | +13.6% | -37.5% | -40.3% |
| 6M | +284.4% | +27.9% | +256.5% | +147.4% |
| YTD | +583.7% | +35.6% | +548.2% | +291.7% |
| 1Y | +2,981.5% | +48.5% | +2,933.0% | +1,379.9% |
| All | +2,620.0% | +42.9% | +2,577.2% | +1,333.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling