+1,106.1%
MUU vs PFE
+14.1%
+1,092.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.4% | -3.0% | -2.7% |
| 7D | -32.5% | -0.7% | -31.8% | -31.9% |
| 30D | -55.2% | +5.3% | -60.6% | -56.1% |
| 3M | -40.7% | +10.1% | -50.8% | -43.0% |
| 6M | -43.9% | +18.0% | -62.0% | -48.1% |
| YTD | +203.2% | +25.8% | +177.4% | +158.4% |
| 1Y | +257.0% | +28.4% | +228.6% | +196.0% |
| All | +1,106.1% | +14.1% | +1,092.0% | +636.1% |
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 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