+2,423.9%
MUU vs LNT
+20.1%
+2,403.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.9% | -8.4% | -9.9% |
| 7D | +3.6% | -1.1% | +4.7% | +2.9% |
| 30D | +22.3% | -1.9% | +24.3% | +20.9% |
| 3M | -8.2% | -7.2% | -1.0% | -11.5% |
| 6M | +256.3% | -3.9% | +260.2% | +250.1% |
| YTD | +534.4% | +5.9% | +528.5% | +529.0% |
| 1Y | +2,163.5% | +8.4% | +2,155.1% | +2,128.7% |
| All | +2,423.9% | +20.1% | +2,403.8% | +2,583.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling