+504.3%
MUU vs PPG
+38.5%
+465.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +5.0% | -19.0% | -17.5% |
| 7D | -35.9% | +7.5% | -43.3% | -40.2% |
| 30D | -47.1% | +20.9% | -68.0% | -55.9% |
| 3M | -29.8% | +8.7% | -38.6% | -35.5% |
| 6M | +16.0% | +23.8% | -7.8% | -1.8% |
| YTD | +286.1% | +26.5% | +259.6% | +222.8% |
| 1Y | +504.3% | +37.6% | +466.7% | +398.3% |
| All | +504.3% | +38.5% | +465.9% | +398.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PPG.
Daily Out/Under-Performance
Portfolio return minus PPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPG 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 PPG 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