+2,683.6%
MUU vs ALLY
+26.8%
+2,656.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.1% | +6.6% | +7.0% |
| 7D | +15.0% | -1.9% | +17.0% | +18.0% |
| 30D | +36.8% | -4.5% | +41.3% | +45.0% |
| 3M | -8.5% | -2.8% | -5.7% | -3.9% |
| 6M | +320.7% | +10.3% | +310.4% | +246.2% |
| YTD | +599.7% | -5.7% | +605.4% | +624.0% |
| 1Y | +2,569.2% | +3.9% | +2,565.2% | +2,230.4% |
| All | +2,683.6% | +26.8% | +2,656.7% | +1,662.7% |
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