+2,981.5%
MUU vs LLY
+57.1%
+2,924.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.9% | +12.5% | +11.5% |
| 7D | +17.4% | -2.1% | +19.5% | +17.1% |
| 30D | +24.0% | -1.6% | +25.6% | +23.7% |
| 3M | -23.9% | +2.3% | -26.2% | -25.0% |
| 6M | +284.4% | +14.9% | +269.5% | +265.0% |
| YTD | +583.7% | +7.5% | +576.2% | +580.2% |
| 1Y | +2,981.5% | +55.7% | +2,925.8% | +1,926.6% |
| All | +2,981.5% | +57.1% | +2,924.4% | +1,926.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LLY.
Daily Out/Under-Performance
Portfolio return minus LLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LLY 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 LLY 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