+2,538.2%
MUU vs PFE
+6.5%
+2,531.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.3% | -0.7% | -2.1% |
| 7D | +13.9% | -2.7% | +16.6% | +15.1% |
| 30D | +24.8% | +3.8% | +20.9% | +22.7% |
| 3M | -15.7% | +10.4% | -26.1% | -19.5% |
| 6M | +338.9% | +6.3% | +332.6% | +324.4% |
| YTD | +563.2% | +17.4% | +545.8% | +480.5% |
| 1Y | +2,577.5% | +21.1% | +2,556.4% | +2,160.1% |
| All | +2,538.2% | +6.5% | +2,531.8% | +1,553.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling