+2,538.2%
MUU vs ALB
+31.7%
+2,506.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.6% | -5.6% | -4.9% |
| 7D | +13.9% | -4.4% | +18.3% | +17.0% |
| 30D | +24.8% | -1.2% | +26.0% | +23.9% |
| 3M | -15.7% | -13.3% | -2.4% | -7.1% |
| 6M | +338.9% | -19.8% | +358.6% | +410.4% |
| YTD | +563.2% | -7.9% | +571.1% | +576.9% |
| 1Y | +2,577.5% | +60.2% | +2,517.3% | +1,692.0% |
| All | +2,538.2% | +31.7% | +2,506.5% | +1,453.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling