+504.3%
MUU vs PG
+15.9%
+488.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +3.2% | -17.2% | -5.4% |
| 7D | -35.9% | +5.7% | -41.6% | -24.3% |
| 30D | -47.1% | +15.4% | -62.5% | -19.8% |
| 3M | -29.8% | +13.8% | -43.6% | +4.4% |
| 6M | +16.0% | +18.3% | -2.3% | +105.6% |
| YTD | +286.1% | +20.1% | +265.9% | +736.6% |
| 1Y | +504.3% | +17.0% | +487.3% | +1,111.3% |
| All | +504.3% | +15.9% | +488.5% | +1,111.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PG.
Daily Out/Under-Performance
Portfolio return minus PG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PG 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 PG 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