+2,620.0%
MUU vs LII
-34.7%
+2,654.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.2% | +10.4% | +10.3% |
| 7D | +17.4% | -0.7% | +18.1% | +18.1% |
| 30D | +24.0% | -12.6% | +36.6% | +43.1% |
| 3M | -23.9% | -24.4% | +0.5% | +6.8% |
| 6M | +284.4% | -28.7% | +313.1% | +475.3% |
| YTD | +583.7% | -19.1% | +602.9% | +764.6% |
| 1Y | +2,981.5% | -29.7% | +3,011.2% | +4,444.5% |
| All | +2,620.0% | -34.7% | +2,654.7% | +4,263.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 all: compounded portfolio wealth divided by compounded LII 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…
all analysis · Full analysis span regression · 6 months rolling