+702.7%
LITE vs MUU
+1,042.7%
-340.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +9.2% | -3.5% | +2.5% |
| 7D | -35.9% | -42.8% | +6.8% | -22.8% |
| 30D | -51.5% | -63.6% | +12.1% | -32.3% |
| 3M | -35.7% | -48.5% | +12.8% | -20.9% |
| 6M | -43.0% | -36.9% | -6.0% | -44.6% |
| YTD | +46.1% | +176.7% | -130.5% | -26.6% |
| 1Y | +124.7% | +266.3% | -141.5% | -1.4% |
| All | +702.7% | +1,042.7% | -340.0% | +87.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling