+257.0%
MUU vs ALHC
-52.7%
+309.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +5.5% | -8.1% | -2.7% |
| 7D | -32.5% | +3.8% | -36.3% | -32.1% |
| 30D | -55.2% | +1.7% | -56.9% | -55.0% |
| 3M | -40.7% | -44.3% | +3.6% | -39.9% |
| 6M | -43.9% | -57.2% | +13.3% | -37.7% |
| YTD | +203.2% | -61.2% | +264.3% | +228.7% |
| 1Y | +257.0% | -53.2% | +310.2% | +224.4% |
| All | +257.0% | -52.7% | +309.7% | +224.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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