+919.0%
LIN vs MUB
+77.6%
+841.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.9% |
| 7D | +3.6% | +0.9% | +2.7% | +3.2% |
| 30D | +6.4% | +3.8% | +2.6% | +4.6% |
| 3M | +6.5% | -0.7% | +7.2% | +6.8% |
| 6M | +4.9% | -0.8% | +5.6% | +5.2% |
| YTD | +23.4% | 0.0% | +23.5% | +23.5% |
| 1Y | +26.3% | +0.6% | +25.7% | +26.0% |
| 3Y | +38.0% | +11.4% | +26.6% | +31.8% |
| 5Y | +68.0% | +3.1% | +64.9% | +65.1% |
| 10Y | +437.1% | +20.2% | +416.9% | +413.6% |
| All | +919.0% | +77.6% | +841.4% | +788.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling