+2,538.2%
MUU vs ALK
-3.9%
+2,542.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.1% | +0.1% | -0.7% |
| 7D | +13.9% | +0.1% | +13.8% | +14.0% |
| 30D | +24.8% | -18.5% | +43.2% | +44.5% |
| 3M | -15.7% | -3.6% | -12.2% | -12.1% |
| 6M | +338.9% | -3.7% | +342.6% | +350.9% |
| YTD | +563.2% | -19.0% | +582.2% | +646.4% |
| 1Y | +2,577.5% | -36.0% | +2,613.5% | +3,432.0% |
| All | +2,538.2% | -3.9% | +2,542.2% | +2,874.8% |
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