+2,569.2%
MUU vs LLY
+54.1%
+2,515.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | 0.0% | +5.5% | +5.5% |
| 7D | +15.0% | -3.1% | +18.1% | +14.7% |
| 30D | +36.8% | -8.6% | +45.4% | +36.1% |
| 3M | -8.5% | -1.6% | -6.9% | -9.8% |
| 6M | +320.7% | +11.8% | +308.9% | +297.6% |
| YTD | +599.7% | +5.1% | +594.6% | +592.8% |
| 1Y | +2,569.2% | +50.7% | +2,518.5% | +1,537.0% |
| All | +2,569.2% | +54.1% | +2,515.1% | +1,537.0% |
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