+2,396.1%
MUU vs ALNY
-8.1%
+2,404.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.1% |
| 7D | -8.2% | -6.5% | -1.7% | -8.3% |
| 30D | +10.2% | +11.0% | -0.9% | +10.5% |
| 3M | -26.5% | -14.1% | -12.4% | -26.8% |
| 6M | +227.2% | -22.4% | +249.6% | +237.2% |
| YTD | +527.4% | -37.5% | +564.9% | +612.6% |
| 1Y | +1,843.7% | -46.9% | +1,890.6% | +2,270.1% |
| All | +2,396.1% | -8.1% | +2,404.1% | +2,074.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling