+2,683.6%
MUU vs ALAB
+392.9%
+2,290.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +4.0% | +1.5% | +2.7% |
| 7D | +15.0% | +9.6% | +5.4% | +7.9% |
| 30D | +36.8% | -5.3% | +42.1% | +42.6% |
| 3M | -8.5% | -12.0% | +3.5% | +7.6% |
| 6M | +320.7% | +145.7% | +175.0% | +177.8% |
| YTD | +599.7% | +80.7% | +519.0% | +414.6% |
| 1Y | +2,569.2% | +40.1% | +2,529.1% | +2,133.0% |
| All | +2,683.6% | +392.9% | +2,290.7% | +943.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling