+266.5%
MUU vs ALLE
+15.5%
+251.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +2.8% | +9.7% | +11.8% |
| 7D | -27.2% | -0.6% | -26.5% | -26.8% |
| 30D | -54.0% | +26.6% | -80.7% | -56.9% |
| 3M | -41.4% | +13.2% | -54.6% | -41.8% |
| 6M | -42.5% | +42.9% | -85.3% | -51.3% |
| YTD | +211.2% | +21.0% | +190.2% | +195.7% |
| All | +266.5% | +15.5% | +251.0% | +264.0% |
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