+2,620.0%
MUU vs ALK
-0.9%
+2,620.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.5% | +10.1% | +10.4% |
| 7D | +17.4% | -0.7% | +18.0% | +18.0% |
| 30D | +24.0% | -19.2% | +43.2% | +44.6% |
| 3M | -23.9% | -1.5% | -22.4% | -22.1% |
| 6M | +284.4% | -13.1% | +297.5% | +320.6% |
| YTD | +583.7% | -16.4% | +600.1% | +651.5% |
| 1Y | +2,981.5% | -33.1% | +3,014.5% | +3,828.8% |
| All | +2,620.0% | -0.9% | +2,620.9% | +2,895.3% |
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