+1,397.6%
MUU vs PFE
+14.5%
+1,383.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +0.3% | +23.9% | +24.1% |
| 7D | -2.5% | -3.0% | +0.5% | -1.1% |
| 30D | -39.7% | +5.2% | -45.0% | -40.9% |
| 3M | -27.4% | +12.2% | -39.7% | -30.7% |
| 6M | -38.4% | +17.8% | -56.2% | -42.8% |
| YTD | +276.4% | +26.2% | +250.3% | +220.6% |
| 1Y | +390.7% | +23.2% | +367.6% | +326.9% |
| All | +1,397.6% | +14.5% | +1,383.1% | +813.3% |
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 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