-40.3%
LULU vs MUB
+0.2%
-40.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.4% | +1.7% | +0.6% |
| 7D | -1.6% | -0.8% | -0.8% | +1.3% |
| 30D | -18.1% | -2.4% | -15.7% | -11.0% |
| 3M | -18.8% | -2.8% | -15.9% | -10.3% |
| 6M | -39.2% | -2.2% | -37.0% | -34.6% |
| YTD | -52.4% | -1.6% | -50.8% | -47.2% |
| 1Y | -40.3% | 0.0% | -40.3% | -30.9% |
| All | -40.3% | +0.2% | -40.5% | -30.9% |
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