+2,569.2%
MUU vs PFE
+21.1%
+2,548.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | 0.0% | +5.5% | +5.5% |
| 7D | +15.0% | -4.3% | +19.3% | +13.8% |
| 30D | +36.8% | +2.7% | +34.1% | +37.9% |
| 3M | -8.5% | +10.0% | -18.5% | -4.0% |
| 6M | +320.7% | +7.2% | +313.6% | +342.3% |
| YTD | +599.7% | +17.3% | +582.4% | +583.5% |
| 1Y | +2,569.2% | +20.3% | +2,548.9% | +2,434.3% |
| All | +2,569.2% | +21.1% | +2,548.1% | +2,434.3% |
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