+1,138.0%
MUU vs LIN
+13.2%
+1,124.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +1.0% | +11.5% | +11.8% |
| 7D | -27.2% | +0.1% | -27.3% | -27.2% |
| 30D | -54.0% | +7.6% | -61.6% | -56.8% |
| 3M | -41.4% | +6.5% | -48.0% | -45.0% |
| 6M | -42.5% | +6.2% | -48.6% | -46.9% |
| YTD | +211.2% | +23.2% | +188.0% | +121.3% |
| 1Y | +313.4% | +25.4% | +288.0% | +183.1% |
| All | +1,138.0% | +13.2% | +1,124.8% | +1,001.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling