+2,423.9%
MUU vs ALB
+24.1%
+2,399.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.0% | -6.3% | -7.1% |
| 7D | +3.6% | -7.6% | +11.2% | +9.2% |
| 30D | +22.3% | -5.6% | +27.9% | +25.7% |
| 3M | -8.2% | -16.8% | +8.6% | +4.3% |
| 6M | +256.3% | -26.3% | +282.7% | +341.1% |
| YTD | +534.4% | -13.2% | +547.6% | +576.6% |
| 1Y | +2,163.5% | +68.8% | +2,094.7% | +1,376.5% |
| All | +2,423.9% | +24.1% | +2,399.7% | +1,452.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling