+719.8%
MU vs AAL
-2.5%
+722.3%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.2% | +4.9% | +5.6% |
| 7D | +9.0% | -3.7% | +12.7% | +10.8% |
| 30D | +13.8% | -20.8% | +34.6% | +25.8% |
| 3M | +2.1% | -1.3% | +3.4% | +1.8% |
| 6M | +153.8% | +5.4% | +148.4% | +143.9% |
| YTD | +256.4% | -14.4% | +270.7% | +261.9% |
| 1Y | +719.8% | +2.1% | +717.7% | +697.5% |
| All | +719.8% | -2.5% | +722.3% | +697.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 1y: compounded portfolio wealth divided by compounded AAL 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…
1y analysis · Full analysis span regression · 6 months rolling