+2,981.5%
MUU vs BABA
-14.2%
+2,995.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.3% | +10.3% | +10.8% |
| 7D | +17.4% | -4.8% | +22.1% | +21.0% |
| 30D | +24.0% | -11.9% | +35.9% | +33.2% |
| 3M | -23.9% | -9.3% | -14.6% | -17.6% |
| 6M | +284.4% | -14.2% | +298.7% | +342.0% |
| YTD | +583.7% | -22.0% | +605.7% | +743.9% |
| 1Y | +2,981.5% | -12.7% | +2,994.2% | +4,312.0% |
| All | +2,981.5% | -14.2% | +2,995.7% | +4,312.0% |
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