+504.3%
MUU vs BABA
-34.7%
+539.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +4.9% | -18.9% | -16.4% |
| 7D | -35.9% | +4.3% | -40.1% | -37.5% |
| 30D | -47.1% | -5.0% | -42.2% | -45.7% |
| 3M | -29.8% | -18.4% | -11.5% | -22.3% |
| 6M | +16.0% | -20.3% | +36.3% | +41.3% |
| YTD | +286.1% | -27.5% | +313.6% | +396.3% |
| 1Y | +504.3% | -35.3% | +539.7% | +815.4% |
| All | +504.3% | -34.7% | +539.0% | +815.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BABA.
Daily Out/Under-Performance
Portfolio return minus BABA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BABA 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 BABA 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