+2,620.0%
MUU vs ALC
-26.1%
+2,646.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -2.2% | +13.8% | +12.7% |
| 7D | +17.4% | -2.1% | +19.5% | +18.5% |
| 30D | +24.0% | -0.1% | +24.1% | +22.7% |
| 3M | -23.9% | +5.9% | -29.8% | -29.7% |
| 6M | +284.4% | -15.9% | +300.4% | +347.5% |
| YTD | +583.7% | -10.1% | +593.8% | +616.6% |
| 1Y | +2,981.5% | -10.2% | +2,991.7% | +3,133.7% |
| All | +2,620.0% | -26.1% | +2,646.2% | +3,760.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 ALC 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