+2,981.5%
MUU vs PFE
+22.9%
+2,958.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.2% | +12.8% | +11.3% |
| 7D | +17.4% | +1.8% | +15.6% | +17.8% |
| 30D | +24.0% | +10.2% | +13.7% | +26.7% |
| 3M | -23.9% | +12.7% | -36.6% | -20.4% |
| 6M | +284.4% | +10.5% | +273.9% | +301.5% |
| YTD | +583.7% | +20.2% | +563.6% | +565.1% |
| 1Y | +2,981.5% | +24.1% | +2,957.4% | +2,766.4% |
| All | +2,981.5% | +22.9% | +2,958.6% | +2,766.4% |
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