+891.2%
ALNY vs MUB
+76.3%
+815.0%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.2% | -2.3% |
| 7D | +5.7% | -0.3% | +6.0% | +5.8% |
| 30D | +18.7% | -1.5% | +20.2% | +19.1% |
| 3M | -11.0% | -1.9% | -9.0% | -10.6% |
| 6M | -18.9% | -1.7% | -17.2% | -18.6% |
| YTD | -34.6% | -0.8% | -33.8% | -34.5% |
| 1Y | -42.8% | +1.5% | -44.3% | -43.0% |
| 3Y | +29.1% | +8.8% | +20.4% | +27.2% |
| 5Y | +39.6% | +2.0% | +37.6% | +37.4% |
| 10Y | +253.8% | +18.0% | +235.8% | +261.3% |
| All | +891.2% | +76.3% | +815.0% | +931.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling