+1,213.3%
LITE vs MUU
+2,723.9%
-1,510.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +11.6% | -7.6% | +0.2% |
| 7D | -1.5% | +17.4% | -18.9% | -6.7% |
| 30D | +6.7% | +24.0% | -17.3% | -0.8% |
| 3M | -6.8% | -23.9% | +17.1% | -8.2% |
| 6M | +29.4% | +284.4% | -255.0% | -35.3% |
| YTD | +139.1% | +583.7% | -444.6% | -10.0% |
| 1Y | +521.0% | +2,981.5% | -2,460.5% | +27.8% |
| All | +1,213.3% | +2,723.9% | -1,510.6% | +129.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling