+361.3%
LIN vs MUB
+17.9%
+343.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -2.1% | -0.9% | -1.3% | -1.3% |
| 30D | -2.4% | -1.4% | -1.0% | -1.1% |
| 3M | -5.6% | -2.2% | -3.4% | -3.5% |
| 6M | -3.4% | -1.9% | -1.5% | -1.6% |
| YTD | +13.1% | -0.8% | +13.9% | +14.0% |
| 1Y | +2.5% | +2.7% | -0.3% | -0.2% |
| 3Y | +27.6% | +8.6% | +19.0% | +17.5% |
| 5Y | +63.0% | +2.0% | +61.0% | +59.6% |
| All | +361.3% | +17.9% | +343.3% | +373.0% |
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