+1,272.2%
MUU vs ALLY
+17.3%
+1,255.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.8% | -6.1% | -6.3% |
| 7D | +24.7% | +0.4% | +24.3% | +24.6% |
| 30D | -35.1% | +5.2% | -40.4% | -40.0% |
| 3M | -44.3% | -13.3% | -31.0% | -33.7% |
| 6M | -44.4% | -6.7% | -37.8% | -40.7% |
| YTD | +244.9% | -12.8% | +257.8% | +290.9% |
| 1Y | +365.6% | +0.7% | +364.9% | +317.4% |
| All | +1,272.2% | +17.3% | +1,255.0% | +851.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling