+1,843.7%
MUU vs LMT
+15.9%
+1,827.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | 0.0% | -1.4% |
| 7D | -8.2% | -0.2% | -8.0% | -8.2% |
| 30D | +10.2% | -13.1% | +23.2% | +7.4% |
| 3M | -26.5% | -3.9% | -22.6% | -25.7% |
| 6M | +227.2% | -18.3% | +245.5% | +268.1% |
| YTD | +527.4% | +10.3% | +517.1% | +526.3% |
| 1Y | +1,843.7% | +14.2% | +1,829.4% | +1,682.1% |
| All | +1,843.7% | +15.9% | +1,827.7% | +1,682.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LMT.
Daily Out/Under-Performance
Portfolio return minus LMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LMT 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 LMT 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