+504.3%
MUU vs PFE
+35.1%
+469.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +2.6% | -16.6% | -11.4% |
| 7D | -35.9% | +4.6% | -40.4% | -32.6% |
| 30D | -47.1% | +12.3% | -59.5% | -41.4% |
| 3M | -29.8% | +21.2% | -51.0% | -17.2% |
| 6M | +16.0% | +21.1% | -5.1% | +43.3% |
| YTD | +286.1% | +30.0% | +256.0% | +361.2% |
| 1Y | +504.3% | +35.6% | +468.7% | +629.1% |
| All | +504.3% | +35.1% | +469.2% | +629.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PFE.
Daily Out/Under-Performance
Portfolio return minus PFE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFE 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 PFE 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