+2,006.3%
LLY vs MUB
+21.2%
+1,985.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.1% | +4.2% | +4.2% |
| 7D | +0.1% | +1.0% | -1.0% | -0.8% |
| 30D | +19.7% | +3.9% | +15.9% | +16.0% |
| 3M | +19.3% | -0.4% | +19.6% | +19.7% |
| 6M | +49.3% | -0.6% | +49.9% | +50.1% |
| YTD | +32.0% | +0.4% | +31.6% | +31.7% |
| 1Y | +53.7% | +0.8% | +52.9% | +52.8% |
| 3Y | +143.7% | +11.3% | +132.4% | +122.2% |
| 5Y | +463.9% | +3.4% | +460.5% | +449.3% |
| 10Y | +2,006.3% | +21.9% | +1,984.4% | +1,801.2% |
| All | +2,006.3% | +21.2% | +1,985.1% | +1,801.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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