+236.1%
ALNY vs MUB
+17.2%
+218.9%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | 0.0% | +0.1% |
| 7D | -6.5% | -0.8% | -5.7% | -5.9% |
| 30D | +11.0% | -2.4% | +13.4% | +13.2% |
| 3M | -14.1% | -2.8% | -11.2% | -12.1% |
| 6M | -22.4% | -2.2% | -20.2% | -21.0% |
| YTD | -37.5% | -1.6% | -35.9% | -36.6% |
| 1Y | -46.9% | 0.0% | -47.0% | -46.9% |
| 3Y | +22.1% | +7.9% | +14.2% | +15.7% |
| 5Y | +31.2% | +1.2% | +30.0% | +27.4% |
| All | +236.1% | +17.2% | +218.9% | +333.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling