+232.7%
LITE vs MUU
+478.9%
-246.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -14.0% | +6.1% | -3.2% |
| 7D | -31.4% | -35.9% | +4.4% | -20.6% |
| 30D | -42.6% | -47.1% | +4.5% | -29.7% |
| 3M | -26.2% | -29.8% | +3.6% | -17.9% |
| 6M | -35.8% | +16.0% | -51.8% | -47.6% |
| YTD | +70.0% | +286.1% | -216.0% | -26.2% |
| 1Y | +232.7% | +504.3% | -271.6% | +6.4% |
| All | +232.7% | +478.9% | -246.2% | +6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MUU.
Daily Out/Under-Performance
Portfolio return minus MUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUU 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 1y: compounded portfolio wealth divided by compounded MUU 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…
1y analysis · Full analysis span regression · 6 months rolling