+1,272.2%
MUU vs LEN
-49.6%
+1,321.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | 0.0% | -5.3% | -5.3% |
| 7D | +24.7% | -5.8% | +30.5% | +28.1% |
| 30D | -35.1% | +13.7% | -48.9% | -41.5% |
| 3M | -44.3% | -3.9% | -40.4% | -44.6% |
| 6M | -44.4% | -0.4% | -44.1% | -45.4% |
| YTD | +244.9% | -16.8% | +261.8% | +265.1% |
| 1Y | +365.6% | -29.5% | +395.1% | +437.3% |
| All | +1,272.2% | -49.6% | +1,321.8% | +1,643.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling