+265.1%
MU vs AAL
+4.4%
+260.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +6.3% | -13.3% | -9.3% |
| 7D | -19.1% | +8.3% | -27.5% | -21.9% |
| 30D | -25.2% | +6.2% | -31.5% | -27.3% |
| 3M | -10.9% | -17.7% | +6.8% | -3.9% |
| 6M | +38.0% | +15.4% | +22.6% | +30.7% |
| YTD | +178.8% | -11.1% | +189.9% | +170.2% |
| 1Y | +265.1% | +7.7% | +257.4% | +211.6% |
| All | +265.1% | +4.4% | +260.8% | +211.6% |
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