+359.1%
MUU vs ALK
-7.4%
+366.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.8% | +1.5% | +0.3% |
| 7D | +43.7% | +0.9% | +42.8% | +42.8% |
| 30D | -37.2% | +3.3% | -40.5% | -39.5% |
| 3M | -36.1% | -17.6% | -18.5% | -25.6% |
| 6M | -35.7% | +0.8% | -36.6% | -34.6% |
| YTD | +264.0% | -22.4% | +286.4% | +291.1% |
| 1Y | +359.1% | -10.1% | +369.2% | +334.5% |
| All | +359.1% | -7.4% | +366.5% | +334.5% |
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