+391.4%
MUU vs ALHC
-54.8%
+446.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.5% | -0.8% | -3.2% |
| 7D | +43.7% | -0.8% | +44.5% | +43.7% |
| 30D | -37.2% | -9.6% | -27.6% | -36.9% |
| 3M | -36.1% | -44.5% | +8.4% | -35.0% |
| 6M | -35.7% | -59.2% | +23.5% | -28.4% |
| YTD | +264.0% | -62.0% | +326.0% | +297.7% |
| All | +391.4% | -54.8% | +446.2% | +370.2% |
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