+1,272.2%
MUU vs LIN
+14.4%
+1,257.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.7% | -5.9% | -5.7% |
| 7D | +24.7% | +2.1% | +22.6% | +23.2% |
| 30D | -35.1% | +6.8% | -41.9% | -38.5% |
| 3M | -44.3% | +10.4% | -54.6% | -49.0% |
| 6M | -44.4% | +3.2% | -47.6% | -46.8% |
| YTD | +244.9% | +24.6% | +220.3% | +143.7% |
| 1Y | +365.6% | +24.4% | +341.2% | +230.0% |
| All | +1,272.2% | +14.4% | +1,257.8% | +1,113.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling