+1,402.3%
LITE vs MUB
+20.5%
+1,381.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.1% | +5.6% | +5.6% |
| 7D | -35.9% | +0.7% | -36.6% | -36.5% |
| 30D | -51.5% | +4.4% | -55.9% | -54.0% |
| 3M | -35.7% | -0.4% | -35.3% | -35.4% |
| 6M | -43.0% | -0.9% | -42.1% | -42.4% |
| YTD | +46.1% | +0.1% | +46.1% | +46.2% |
| 1Y | +124.7% | +0.5% | +124.2% | +123.8% |
| 3Y | +1,172.1% | +11.7% | +1,160.4% | +1,010.7% |
| 5Y | +477.0% | +3.2% | +473.9% | +451.6% |
| All | +1,402.3% | +20.5% | +1,381.9% | +1,436.7% |
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