+17.2%
LMT vs MUB
+0.3%
+17.0%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.8% | +1.0% |
| 7D | -0.5% | -1.2% | +0.7% | -0.6% |
| 30D | -10.8% | -2.8% | -8.0% | -11.1% |
| 3M | +1.6% | -3.1% | +4.6% | +1.7% |
| 6M | -17.6% | -2.9% | -14.7% | -17.2% |
| YTD | +11.6% | -2.0% | +13.6% | +10.3% |
| 1Y | +17.2% | 0.0% | +17.3% | +13.0% |
| All | +17.2% | +0.3% | +17.0% | +13.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling