+68.0%
LIN vs MUB
+3.2%
+64.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -1.0% |
| 7D | +3.6% | +0.9% | +2.7% | +2.8% |
| 30D | +6.4% | +3.8% | +2.6% | +3.3% |
| 3M | +6.5% | -0.7% | +7.2% | +7.2% |
| 6M | +4.9% | -0.8% | +5.6% | +5.6% |
| YTD | +23.4% | 0.0% | +23.5% | +23.6% |
| 1Y | +26.3% | +0.6% | +25.7% | +25.8% |
| 3Y | +38.0% | +11.4% | +26.6% | +26.6% |
| 5Y | +68.0% | +3.1% | +64.9% | +49.3% |
| All | +68.0% | +3.2% | +64.8% | +49.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling