-23.9%
MUU vs BABA
-9.7%
-14.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.3% | +10.3% | +12.0% |
| 7D | +17.4% | -4.8% | +22.1% | +15.5% |
| 30D | +24.0% | -11.9% | +35.9% | +19.8% |
| 3M | -23.9% | -9.3% | -14.6% | -30.1% |
| All | -23.9% | -9.7% | -14.1% | -30.1% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling