+1,000.7%
MUU vs LIN
+12.1%
+988.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.1% | +10.3% | +9.9% |
| 7D | -42.8% | +0.2% | -43.0% | -43.0% |
| 30D | -63.6% | +6.5% | -70.1% | -65.6% |
| 3M | -48.5% | +5.5% | -54.0% | -51.3% |
| 6M | -36.9% | +3.3% | -40.3% | -40.3% |
| YTD | +176.7% | +22.0% | +154.6% | +97.9% |
| 1Y | +266.3% | +25.7% | +240.5% | +146.0% |
| All | +1,000.7% | +12.1% | +988.6% | +885.3% |
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