+2,620.0%
MUU vs ALLY
+32.6%
+2,587.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.3% | +11.3% | +11.2% |
| 7D | +17.4% | +3.7% | +13.7% | +11.8% |
| 30D | +24.0% | -2.3% | +26.2% | +27.6% |
| 3M | -23.9% | +3.8% | -27.7% | -27.5% |
| 6M | +284.4% | +9.7% | +274.7% | +224.7% |
| YTD | +583.7% | -1.4% | +585.1% | +566.4% |
| 1Y | +2,981.5% | +8.2% | +2,973.2% | +2,450.7% |
| All | +2,620.0% | +32.6% | +2,587.4% | +1,522.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling