+2,396.1%
MUU vs AAL
+10.5%
+2,385.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.2% | -2.3% | -2.1% |
| 7D | -8.2% | -0.9% | -7.3% | -7.5% |
| 30D | +10.2% | -12.9% | +23.0% | +23.7% |
| 3M | -26.5% | -11.2% | -15.3% | -20.1% |
| 6M | +227.2% | +17.8% | +209.4% | +190.5% |
| YTD | +527.4% | -15.1% | +542.6% | +588.1% |
| 1Y | +1,843.7% | +0.5% | +1,843.2% | +1,756.8% |
| All | +2,396.1% | +10.5% | +2,385.5% | +1,705.8% |
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