+772.7%
LITE vs MUU
+1,152.1%
-379.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.6% | +0.8% | -0.9% |
| 7D | -13.9% | -32.5% | +18.6% | -2.4% |
| 30D | -46.9% | -55.2% | +8.3% | -30.8% |
| 3M | -28.0% | -40.7% | +12.7% | -15.5% |
| 6M | -35.2% | -43.9% | +8.7% | -33.3% |
| YTD | +58.9% | +203.2% | -144.3% | -22.6% |
| 1Y | +125.3% | +257.0% | -131.7% | +0.2% |
| All | +772.7% | +1,152.1% | -379.5% | +97.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling