+2,620.0%
MUU vs AAL
+11.6%
+2,608.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.2% | +10.4% | +10.6% |
| 7D | +17.4% | -3.7% | +21.1% | +21.3% |
| 30D | +24.0% | -20.8% | +44.8% | +50.2% |
| 3M | -23.9% | -1.3% | -22.6% | -23.9% |
| 6M | +284.4% | +5.4% | +279.0% | +270.8% |
| YTD | +583.7% | -14.4% | +598.1% | +643.6% |
| 1Y | +2,981.5% | +2.1% | +2,979.4% | +2,807.4% |
| All | +2,620.0% | +11.6% | +2,608.5% | +1,851.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling