+2,981.5%
MUU vs LNT
+8.1%
+2,973.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | 0.0% | +11.6% | +11.5% |
| 7D | +17.4% | -0.1% | +17.5% | +17.2% |
| 30D | +24.0% | -3.2% | +27.1% | +17.1% |
| 3M | -23.9% | -4.1% | -19.8% | -25.9% |
| 6M | +284.4% | -4.6% | +289.0% | +277.6% |
| YTD | +583.7% | +7.0% | +576.7% | +668.0% |
| 1Y | +2,981.5% | +8.3% | +2,973.2% | +3,397.9% |
| All | +2,981.5% | +8.1% | +2,973.4% | +3,397.9% |
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