+427.2%
LIN vs MUB
+22.8%
+404.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.7% |
| 7D | +0.3% | +0.4% | -0.1% | -0.1% |
| 30D | +8.0% | +3.9% | +4.1% | +4.1% |
| 3M | +7.7% | -0.2% | +7.9% | +8.0% |
| 6M | +5.1% | -0.4% | +5.4% | +5.5% |
| YTD | +24.7% | +0.5% | +24.2% | +24.1% |
| 1Y | +25.1% | +0.7% | +24.4% | +24.3% |
| 3Y | +36.8% | +11.1% | +25.8% | +23.2% |
| 5Y | +67.9% | +3.7% | +64.1% | +61.7% |
| 10Y | +427.2% | +22.9% | +404.2% | +416.9% |
| All | +427.2% | +22.8% | +404.4% | +416.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 10y: compounded portfolio wealth divided by compounded MUB 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…
10y analysis · Full analysis span regression · 6 months rolling