+504.3%
MUU vs LEN
-21.9%
+526.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +7.1% | -21.1% | -15.6% |
| 7D | -35.9% | +10.5% | -46.3% | -38.2% |
| 30D | -47.1% | +24.6% | -71.8% | -52.3% |
| 3M | -29.8% | +6.6% | -36.5% | -31.5% |
| 6M | +16.0% | +10.6% | +5.4% | +14.6% |
| YTD | +286.1% | -8.3% | +294.4% | +288.8% |
| 1Y | +504.3% | -22.5% | +526.8% | +521.5% |
| All | +504.3% | -21.9% | +526.2% | +521.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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