+789.2%
LITE vs MUU
+1,324.6%
-535.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -5.2% | +0.8% | -2.7% |
| 7D | +10.8% | +24.7% | -13.9% | +2.3% |
| 30D | -33.4% | -35.1% | +1.7% | -23.7% |
| 3M | -32.2% | -44.3% | +12.0% | -19.3% |
| 6M | -42.1% | -44.4% | +2.3% | -40.5% |
| YTD | +61.9% | +244.9% | -183.1% | -24.9% |
| 1Y | +163.0% | +365.6% | -202.6% | +5.8% |
| All | +789.2% | +1,324.6% | -535.5% | +91.4% |
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 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