+504.3%
MUU vs ALK
-1.1%
+505.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +8.8% | -22.8% | -20.1% |
| 7D | -35.9% | +12.4% | -48.3% | -42.8% |
| 30D | -47.1% | +2.1% | -49.2% | -49.0% |
| 3M | -29.8% | -23.9% | -6.0% | -13.4% |
| 6M | +16.0% | +8.2% | +7.8% | +10.9% |
| YTD | +286.1% | -20.5% | +306.6% | +307.2% |
| 1Y | +504.3% | -1.0% | +505.4% | +421.0% |
| All | +504.3% | -1.1% | +505.4% | +421.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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