+236.9%
MU vs ALK
-3.2%
+240.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.2% | +13.1% | +12.3% |
| 7D | +2.0% | +2.6% | -0.6% | +1.2% |
| 30D | -18.0% | +7.8% | -25.8% | -20.5% |
| 3M | -6.6% | -15.2% | +8.7% | +0.1% |
| 6M | +2.0% | +5.0% | -3.0% | +0.6% |
| YTD | +184.5% | -18.4% | +202.9% | +185.7% |
| 1Y | +236.9% | -2.4% | +239.3% | +211.8% |
| All | +236.9% | -3.2% | +240.1% | +211.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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