+901.5%
LITE vs MUB
+2.2%
+899.3%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.0% | +4.0% |
| 7D | -1.5% | -0.9% | -0.7% | -0.3% |
| 30D | +6.7% | -1.4% | +8.1% | +8.9% |
| 3M | -6.8% | -2.2% | -4.6% | -3.8% |
| 6M | +29.4% | -1.9% | +31.3% | +33.2% |
| YTD | +139.1% | -0.8% | +139.9% | +142.6% |
| 1Y | +521.0% | +2.7% | +518.3% | +502.1% |
| 3Y | +1,535.3% | +8.6% | +1,526.7% | +1,336.6% |
| All | +901.5% | +2.2% | +899.3% | +869.2% |
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