+2,620.0%
MUU vs PFE
+9.0%
+2,611.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.2% | +12.8% | +12.1% |
| 7D | +17.4% | +1.8% | +15.6% | +16.5% |
| 30D | +24.0% | +10.2% | +13.7% | +18.8% |
| 3M | -23.9% | +12.7% | -36.6% | -28.2% |
| 6M | +284.4% | +10.5% | +273.9% | +262.4% |
| YTD | +583.7% | +20.2% | +563.6% | +493.0% |
| 1Y | +2,981.5% | +24.1% | +2,957.4% | +2,478.9% |
| All | +2,620.0% | +9.0% | +2,611.0% | +1,589.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling