+662.1%
MU vs AAL
-1.2%
+663.3%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.1% | -0.9% |
| 7D | +7.2% | -0.3% | +7.5% | +7.3% |
| 30D | +14.0% | -19.0% | +33.0% | +24.7% |
| 3M | +5.4% | -5.1% | +10.5% | +7.0% |
| 6M | +170.3% | +15.5% | +154.8% | +154.1% |
| YTD | +250.7% | -15.8% | +266.5% | +258.2% |
| 1Y | +662.1% | -0.3% | +662.4% | +631.1% |
| All | +662.1% | -1.2% | +663.3% | +631.1% |
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 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