+908.0%
MUU vs LIN
+13.4%
+894.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -34.4% | -0.7% | -33.7% | -33.9% |
| 7D | -53.2% | +3.6% | -56.8% | -54.5% |
| 30D | -64.1% | +6.4% | -70.5% | -65.9% |
| 3M | -54.1% | +6.5% | -60.6% | -56.8% |
| 6M | -37.7% | +4.9% | -42.5% | -41.6% |
| YTD | +153.4% | +23.4% | +129.9% | +80.0% |
| 1Y | +237.5% | +26.3% | +211.2% | +128.3% |
| All | +908.0% | +13.4% | +894.6% | +796.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling