+390.7%
MUU vs LIN
+25.4%
+365.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +0.9% | +23.3% | +24.8% |
| 7D | -2.5% | +0.3% | -2.8% | -2.7% |
| 30D | -39.7% | +8.0% | -47.8% | -36.3% |
| 3M | -27.4% | +7.7% | -35.1% | -23.0% |
| 6M | -38.4% | +5.1% | -43.5% | -34.8% |
| YTD | +276.4% | +24.7% | +251.7% | +362.4% |
| 1Y | +390.7% | +25.1% | +365.6% | +593.7% |
| All | +390.7% | +25.4% | +365.4% | +593.7% |
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