+1,493.1%
LITE vs MUB
+21.8%
+1,471.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.4% | -4.1% | -4.1% |
| 7D | +10.8% | -1.3% | +12.0% | +12.5% |
| 30D | -33.4% | +2.2% | -35.6% | -35.3% |
| 3M | -32.2% | -1.6% | -30.6% | -30.9% |
| 6M | -42.1% | -1.3% | -40.8% | -41.2% |
| YTD | +61.9% | -0.7% | +62.5% | +63.4% |
| 1Y | +163.0% | -0.2% | +163.2% | +164.0% |
| 3Y | +1,358.0% | +9.6% | +1,348.4% | +1,198.3% |
| 5Y | +549.9% | +2.6% | +547.4% | +525.4% |
| All | +1,493.1% | +21.8% | +1,471.3% | +1,559.0% |
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