+1,106.1%
MUU vs ALAB
+254.5%
+851.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.3% |
| 7D | -32.5% | -7.5% | -25.0% | -25.3% |
| 30D | -55.2% | -36.8% | -18.4% | -34.2% |
| 3M | -40.7% | -31.9% | -8.9% | -17.6% |
| 6M | -43.9% | +8.2% | -52.1% | -34.3% |
| YTD | +203.2% | +29.9% | +173.2% | +197.4% |
| 1Y | +257.0% | +24.4% | +232.6% | +258.0% |
| All | +1,106.1% | +254.5% | +851.6% | +503.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALAB.
Daily Out/Under-Performance
Portfolio return minus ALAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALAB 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 ALAB 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