+504.3%
MUU vs ALLE
+18.6%
+485.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +1.8% | -15.8% | -14.2% |
| 7D | -35.9% | +6.7% | -42.5% | -36.5% |
| 30D | -47.1% | +25.4% | -72.5% | -50.2% |
| 3M | -29.8% | +16.9% | -46.8% | -31.5% |
| 6M | +16.0% | +46.6% | -30.5% | -3.6% |
| YTD | +286.1% | +22.4% | +263.7% | +268.1% |
| 1Y | +504.3% | +17.7% | +486.6% | +508.9% |
| All | +504.3% | +18.6% | +485.8% | +508.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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