+504.3%
MUU vs PGR
+21.4%
+483.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +2.5% | -16.5% | -8.4% |
| 7D | -35.9% | +4.1% | -39.9% | -28.6% |
| 30D | -47.1% | +10.4% | -57.6% | -32.1% |
| 3M | -29.8% | +11.4% | -41.3% | -6.0% |
| 6M | +16.0% | +17.9% | -1.9% | +115.0% |
| YTD | +286.1% | +9.8% | +276.3% | +595.4% |
| 1Y | +504.3% | +19.3% | +485.1% | +1,256.4% |
| All | +504.3% | +21.4% | +483.0% | +1,256.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PGR.
Daily Out/Under-Performance
Portfolio return minus PGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PGR 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 PGR 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