+365.6%
MUU vs LEN
-30.4%
+396.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | 0.0% | -5.3% | -5.2% |
| 7D | +24.7% | -5.8% | +30.5% | +26.6% |
| 30D | -35.1% | +13.7% | -48.9% | -40.2% |
| 3M | -44.3% | -3.9% | -40.4% | -44.0% |
| 6M | -44.4% | -0.4% | -44.1% | -43.9% |
| YTD | +244.9% | -16.8% | +261.8% | +255.6% |
| 1Y | +365.6% | -29.5% | +395.1% | +382.6% |
| All | +365.6% | -30.4% | +396.0% | +382.6% |
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