+9.3%
PCG vs MUB
+2.5%
+6.8%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.5% | +2.5% |
| 7D | +2.2% | -1.3% | +3.4% | +3.5% |
| 30D | +0.8% | +2.2% | -1.4% | -1.6% |
| 3M | -23.8% | -1.6% | -22.2% | -22.4% |
| 6M | -19.6% | -1.3% | -18.3% | -18.5% |
| YTD | -16.7% | -0.7% | -16.1% | -16.0% |
| 1Y | -19.4% | -0.2% | -19.2% | -19.1% |
| 3Y | -18.3% | +9.6% | -27.9% | -24.7% |
| All | +9.3% | +2.5% | +6.8% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 5y: compounded portfolio wealth divided by compounded MUB 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…
5y analysis · Full analysis span regression · 6 months rolling