+1,272.2%
MUU vs ALK
-9.3%
+1,281.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.5% | -3.8% | -4.2% |
| 7D | +24.7% | -1.2% | +25.9% | +25.9% |
| 30D | -35.1% | +7.7% | -42.8% | -39.8% |
| 3M | -44.3% | -19.0% | -25.3% | -35.9% |
| 6M | -44.4% | -0.2% | -44.2% | -44.0% |
| YTD | +244.9% | -23.5% | +268.4% | +299.7% |
| 1Y | +365.6% | -9.1% | +374.7% | +379.9% |
| All | +1,272.2% | -9.3% | +1,281.5% | +1,493.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling