+504.3%
MUU vs LH
+44.2%
+460.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +3.9% | -17.9% | -13.5% |
| 7D | -35.9% | +2.1% | -38.0% | -35.5% |
| 30D | -47.1% | +19.2% | -66.3% | -45.5% |
| 3M | -29.8% | +18.0% | -47.9% | -27.8% |
| 6M | +16.0% | +46.1% | -30.1% | +26.1% |
| YTD | +286.1% | +47.7% | +238.4% | +334.9% |
| 1Y | +504.3% | +47.2% | +457.1% | +594.9% |
| All | +504.3% | +44.2% | +460.1% | +594.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LH.
Daily Out/Under-Performance
Portfolio return minus LH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LH 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 LH 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