+2,620.0%
MUU vs BABA
+6.6%
+2,613.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.3% | +10.3% | +10.8% |
| 7D | +17.4% | -4.8% | +22.1% | +20.7% |
| 30D | +24.0% | -11.9% | +35.9% | +32.3% |
| 3M | -23.9% | -9.3% | -14.6% | -20.2% |
| 6M | +284.4% | -14.2% | +298.7% | +322.8% |
| YTD | +583.7% | -22.0% | +605.7% | +697.4% |
| 1Y | +2,981.5% | -12.7% | +2,994.2% | +3,358.4% |
| All | +2,620.0% | +6.6% | +2,613.4% | +2,779.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling