+550.0%
LNG vs MUB
+17.2%
+532.8%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.3% | 0.0% |
| 7D | -4.7% | -0.8% | -3.9% | -4.3% |
| 30D | +3.8% | -2.4% | +6.2% | +4.9% |
| 3M | +16.2% | -2.8% | +19.0% | +17.6% |
| 6M | +11.7% | -2.2% | +13.9% | +12.7% |
| YTD | +44.2% | -1.6% | +45.8% | +44.9% |
| 1Y | +18.6% | 0.0% | +18.5% | +18.1% |
| 3Y | +77.4% | +7.9% | +69.5% | +68.4% |
| 5Y | +232.3% | +1.2% | +231.0% | +228.0% |
| All | +550.0% | +17.2% | +532.8% | +586.3% |
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