+2,981.5%
MUU vs ALNY
-40.8%
+3,022.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.6% | +11.0% | +11.9% |
| 7D | +17.4% | +12.2% | +5.1% | +23.4% |
| 30D | +24.0% | +16.3% | +7.6% | +32.8% |
| 3M | -23.9% | -12.4% | -11.5% | -22.0% |
| 6M | +284.4% | -18.7% | +303.1% | +308.5% |
| YTD | +583.7% | -33.1% | +616.8% | +707.7% |
| 1Y | +2,981.5% | -41.3% | +3,022.8% | +3,784.5% |
| All | +2,981.5% | -40.8% | +3,022.3% | +3,784.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 1y: compounded portfolio wealth divided by compounded ALNY 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…
1y analysis · Full analysis span regression · 6 months rolling