+504.3%
MUU vs ALB
+4.7%
+499.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +5.3% | -19.3% | -17.9% |
| 7D | -35.9% | -2.1% | -33.8% | -35.0% |
| 30D | -47.1% | -9.0% | -38.1% | -43.5% |
| 3M | -29.8% | -21.1% | -8.7% | -19.0% |
| 6M | +16.0% | -49.9% | +65.9% | +90.5% |
| YTD | +286.1% | -32.3% | +318.4% | +340.8% |
| 1Y | +504.3% | +8.6% | +495.7% | +326.6% |
| All | +504.3% | +4.7% | +499.6% | +326.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 1y: compounded portfolio wealth divided by compounded ALB 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…
1y analysis · Full analysis span regression · 6 months rolling