+1,272.2%
MUU vs AAL
+11.9%
+1,260.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.1% | -4.2% | -4.4% |
| 7D | +24.7% | -0.1% | +24.7% | +25.1% |
| 30D | -35.1% | +11.7% | -46.9% | -40.8% |
| 3M | -44.3% | -12.5% | -31.7% | -37.5% |
| 6M | -44.4% | +3.6% | -48.0% | -45.5% |
| YTD | +244.9% | -14.1% | +259.0% | +275.6% |
| 1Y | +365.6% | +0.8% | +364.8% | +342.7% |
| All | +1,272.2% | +11.9% | +1,260.3% | +885.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling