+359.1%
MUU vs LIN
+23.7%
+335.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.5% | -3.8% |
| 7D | +43.7% | +0.2% | +43.4% | +43.7% |
| 30D | -37.2% | +6.2% | -43.4% | -34.4% |
| 3M | -36.1% | +9.3% | -45.4% | -32.0% |
| 6M | -35.7% | +4.4% | -40.1% | -32.2% |
| YTD | +264.0% | +23.7% | +240.3% | +345.6% |
| 1Y | +359.1% | +23.5% | +335.6% | +505.8% |
| All | +359.1% | +23.7% | +335.4% | +505.8% |
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