+1,138.0%
MUU vs ALLY
+17.9%
+1,120.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +0.9% | +11.5% | +11.3% |
| 7D | -27.2% | -0.2% | -27.0% | -27.2% |
| 30D | -54.0% | +3.4% | -57.5% | -56.5% |
| 3M | -41.4% | -11.1% | -30.4% | -32.9% |
| 6M | -42.5% | -11.5% | -31.0% | -34.7% |
| YTD | +211.2% | -12.3% | +223.5% | +249.0% |
| 1Y | +313.4% | +1.1% | +312.3% | +268.0% |
| All | +1,138.0% | +17.9% | +1,120.1% | +749.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 10y: compounded portfolio wealth divided by compounded ALLY 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…
10y analysis · Full analysis span regression · 6 months rolling