+504.3%
MUU vs LNT
+13.9%
+490.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +2.3% | -16.3% | -9.3% |
| 7D | -35.9% | +7.2% | -43.0% | -25.3% |
| 30D | -47.1% | +15.6% | -62.7% | -29.1% |
| 3M | -29.8% | +5.2% | -35.0% | -20.1% |
| 6M | +16.0% | +1.7% | +14.4% | +34.6% |
| YTD | +286.1% | +17.0% | +269.1% | +445.8% |
| 1Y | +504.3% | +14.2% | +490.1% | +750.9% |
| All | +504.3% | +13.9% | +490.4% | +750.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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