+32.9%
PFE vs MUB
+17.9%
+15.0%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -2.7% | -0.3% | -2.4% | -2.5% |
| 30D | +3.8% | -1.5% | +5.4% | +5.0% |
| 3M | +10.4% | -1.9% | +12.3% | +11.9% |
| 6M | +6.3% | -1.7% | +8.0% | +7.6% |
| YTD | +17.4% | -0.8% | +18.1% | +18.0% |
| 1Y | +21.1% | +1.5% | +19.6% | +19.9% |
| 3Y | -1.6% | +8.8% | -10.4% | -7.0% |
| 5Y | -22.2% | +2.0% | -24.1% | -23.1% |
| 10Y | +32.9% | +18.0% | +14.9% | +28.4% |
| All | +32.9% | +17.9% | +15.0% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MUB 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling