+1,272.2%
MUU vs ALLE
+35.6%
+1,236.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.0% | -6.2% | -5.9% |
| 7D | +24.7% | +3.6% | +21.1% | +22.3% |
| 30D | -35.1% | +25.9% | -61.0% | -44.7% |
| 3M | -44.3% | +15.8% | -60.0% | -49.5% |
| 6M | -44.4% | +48.1% | -92.5% | -60.1% |
| YTD | +244.9% | +22.0% | +223.0% | +191.7% |
| 1Y | +365.6% | +18.0% | +347.6% | +309.3% |
| All | +1,272.2% | +35.6% | +1,236.6% | +831.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling