+2,396.1%
MUU vs LHX
+3.5%
+2,392.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | 0.0% | -1.1% |
| 7D | -8.2% | -4.3% | -4.0% | -8.2% |
| 30D | +10.2% | -15.1% | +25.3% | +10.3% |
| 3M | -26.5% | -21.0% | -5.5% | -25.3% |
| 6M | +227.2% | -32.0% | +259.2% | +274.6% |
| YTD | +527.4% | -15.3% | +542.7% | +513.9% |
| 1Y | +1,843.7% | -11.1% | +1,854.7% | +1,734.7% |
| All | +2,396.1% | +3.5% | +2,392.6% | +1,681.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LHX.
Daily Out/Under-Performance
Portfolio return minus LHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LHX 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 5y: compounded portfolio wealth divided by compounded LHX 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…
5y analysis · Full analysis span regression · 6 months rolling