+504.3%
MUU vs LIN
+27.8%
+476.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +2.6% | -16.6% | -11.8% |
| 7D | -35.9% | +3.3% | -39.1% | -33.7% |
| 30D | -47.1% | +8.8% | -55.9% | -43.4% |
| 3M | -29.8% | +8.6% | -38.5% | -24.8% |
| 6M | +16.0% | +7.0% | +9.0% | +24.9% |
| YTD | +286.1% | +24.3% | +261.8% | +396.2% |
| 1Y | +504.3% | +27.3% | +477.1% | +783.7% |
| All | +504.3% | +27.8% | +476.5% | +783.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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