+1,138.0%
MUU vs ALK
-1.7%
+1,139.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +7.1% | +5.4% | +7.4% |
| 7D | -27.2% | +8.9% | -36.1% | -31.5% |
| 30D | -54.0% | +5.9% | -60.0% | -56.4% |
| 3M | -41.4% | -16.5% | -24.9% | -33.9% |
| 6M | -42.5% | +2.1% | -44.6% | -43.2% |
| YTD | +211.2% | -17.1% | +228.3% | +241.3% |
| 1Y | +313.4% | -2.9% | +316.2% | +307.1% |
| All | +1,138.0% | -1.7% | +1,139.7% | +1,260.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling