+2,683.6%
MUU vs ALHC
+15.5%
+2,668.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -3.2% | +8.7% | +5.4% |
| 7D | +15.0% | -4.1% | +19.2% | +14.9% |
| 30D | +36.8% | -5.4% | +42.2% | +36.6% |
| 3M | -8.5% | -32.1% | +23.6% | -8.4% |
| 6M | +320.7% | -28.5% | +349.2% | +328.4% |
| YTD | +599.7% | -34.0% | +633.7% | +617.8% |
| 1Y | +2,569.2% | -20.9% | +2,590.1% | +2,653.9% |
| All | +2,683.6% | +15.5% | +2,668.1% | +2,366.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling