+2,981.5%
MUU vs LOW
-20.7%
+3,002.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.3% | +10.3% | +12.2% |
| 7D | +17.4% | -1.7% | +19.1% | +16.2% |
| 30D | +24.0% | -7.0% | +31.0% | +19.3% |
| 3M | -23.9% | -0.9% | -23.0% | -23.6% |
| 6M | +284.4% | -20.1% | +304.5% | +286.3% |
| YTD | +583.7% | -13.9% | +597.6% | +599.7% |
| 1Y | +2,981.5% | -21.1% | +3,002.6% | +3,595.9% |
| All | +2,981.5% | -20.7% | +3,002.2% | +3,595.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 LOW 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