+2,538.2%
MUU vs LMT
-6.7%
+2,544.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.1% | -5.1% | -3.2% |
| 7D | +13.9% | -1.5% | +15.5% | +14.1% |
| 30D | +24.8% | -8.2% | +33.0% | +25.8% |
| 3M | -15.7% | +3.7% | -19.5% | -17.2% |
| 6M | +338.9% | -19.2% | +358.0% | +383.9% |
| YTD | +563.2% | +12.9% | +550.3% | +524.3% |
| 1Y | +2,577.5% | +19.8% | +2,557.7% | +2,365.0% |
| All | +2,538.2% | -6.7% | +2,544.9% | +2,717.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling