+788.5%
LITE vs MUU
+1,185.3%
-396.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +12.5% | -1.8% | +6.3% |
| 7D | -12.9% | -27.2% | +14.3% | -3.8% |
| 30D | -46.0% | -54.0% | +8.1% | -30.2% |
| 3M | -33.0% | -41.4% | +8.4% | -21.1% |
| 6M | -34.0% | -42.5% | +8.4% | -32.7% |
| YTD | +61.7% | +211.2% | -149.5% | -21.9% |
| 1Y | +148.3% | +313.4% | -165.1% | +4.5% |
| All | +788.5% | +1,185.3% | -396.8% | +98.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling