+1,106.1%
MUU vs LIN
+13.5%
+1,092.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.3% | -2.9% | -2.8% |
| 7D | -32.5% | +2.0% | -34.5% | -33.4% |
| 30D | -55.2% | +7.9% | -63.1% | -58.0% |
| 3M | -40.7% | +6.3% | -47.0% | -44.1% |
| 6M | -43.9% | +6.5% | -50.4% | -48.4% |
| YTD | +203.2% | +23.6% | +179.6% | +115.2% |
| 1Y | +257.0% | +25.7% | +231.3% | +144.2% |
| All | +1,106.1% | +13.5% | +1,092.6% | +971.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling