+2,538.2%
MUU vs ALAB
+373.7%
+2,164.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -6.9% | +3.9% | +1.8% |
| 7D | +13.9% | +3.2% | +10.7% | +11.4% |
| 30D | +24.8% | -13.6% | +38.4% | +38.5% |
| 3M | -15.7% | -16.6% | +0.9% | +2.7% |
| 6M | +338.9% | +142.3% | +196.6% | +193.8% |
| YTD | +563.2% | +73.6% | +489.5% | +401.2% |
| 1Y | +2,577.5% | +33.7% | +2,543.8% | +2,211.8% |
| All | +2,538.2% | +373.7% | +2,164.6% | +916.6% |
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