+1,000.7%
MUU vs ALK
-8.2%
+1,008.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.6% | +8.6% | +8.8% |
| 7D | -42.8% | +9.0% | -51.8% | -47.0% |
| 30D | -63.6% | -1.6% | -62.0% | -63.7% |
| 3M | -48.5% | -23.2% | -25.4% | -38.5% |
| 6M | -36.9% | -3.9% | -33.1% | -35.1% |
| YTD | +176.7% | -22.6% | +199.2% | +217.6% |
| 1Y | +266.3% | -5.3% | +271.6% | +266.4% |
| All | +1,000.7% | -8.2% | +1,008.8% | +1,165.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling