+2,396.1%
MUU vs PGR
-7.2%
+2,403.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -0.4% |
| 7D | -8.2% | -0.6% | -7.6% | -8.8% |
| 30D | +10.2% | +4.9% | +5.2% | +16.6% |
| 3M | -26.5% | +7.6% | -34.1% | -17.6% |
| 6M | +227.2% | +8.3% | +219.0% | +278.7% |
| YTD | +527.4% | +1.7% | +525.7% | +625.3% |
| 1Y | +1,843.7% | -6.8% | +1,850.5% | +2,247.2% |
| All | +2,396.1% | -7.2% | +2,403.3% | +3,060.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling