+2,683.6%
MUU vs LH
+52.2%
+2,631.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.2% | +6.7% | +6.4% |
| 7D | +15.0% | -3.2% | +18.2% | +17.6% |
| 30D | +36.8% | +0.1% | +36.7% | +36.2% |
| 3M | -8.5% | +18.6% | -27.1% | -20.4% |
| 6M | +320.7% | +17.9% | +302.8% | +265.1% |
| YTD | +599.7% | +28.9% | +570.7% | +435.2% |
| 1Y | +2,569.2% | +16.6% | +2,552.6% | +2,178.9% |
| All | +2,683.6% | +52.2% | +2,631.3% | +1,375.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling