+1,362.4%
MU vs ALK
+2.1%
+1,360.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.5% | +4.6% | +5.5% |
| 7D | +9.0% | -0.7% | +9.6% | +9.2% |
| 30D | +13.8% | -19.2% | +33.0% | +22.7% |
| 3M | +2.1% | -1.5% | +3.6% | +2.5% |
| 6M | +153.8% | -13.1% | +166.9% | +162.0% |
| YTD | +256.4% | -16.4% | +272.8% | +269.0% |
| 1Y | +719.8% | -33.1% | +752.8% | +809.6% |
| All | +1,362.4% | +2.1% | +1,360.4% | +1,174.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling