+4,277.4%
MU vs AAL
-65.8%
+4,343.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.0% |
| 7D | -15.2% | +10.1% | -25.3% | -17.8% |
| 30D | -29.5% | +10.6% | -40.1% | -32.0% |
| 3M | -15.8% | -5.9% | -9.8% | -14.3% |
| 6M | -2.9% | +5.7% | -8.6% | -5.3% |
| YTD | +154.2% | -8.0% | +162.2% | +156.1% |
| 1Y | +186.6% | +6.0% | +180.6% | +175.4% |
| 3Y | +871.5% | +19.6% | +851.9% | +756.5% |
| 5Y | +911.7% | -34.6% | +946.3% | +932.9% |
| 10Y | +4,277.4% | -65.5% | +4,342.8% | +4,664.1% |
| All | +4,277.4% | -65.8% | +4,343.2% | +4,664.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling