+2,620.0%
MUU vs ALB
+28.4%
+2,591.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -4.4% | +16.0% | +14.9% |
| 7D | +17.4% | -8.1% | +25.4% | +24.2% |
| 30D | +24.0% | +6.3% | +17.7% | +15.8% |
| 3M | -23.9% | -23.6% | -0.3% | -6.9% |
| 6M | +284.4% | -24.6% | +309.0% | +369.2% |
| YTD | +583.7% | -10.3% | +594.0% | +612.0% |
| 1Y | +2,981.5% | +61.5% | +2,920.0% | +1,952.6% |
| All | +2,620.0% | +28.4% | +2,591.7% | +1,533.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling