+504.3%
MUU vs LOW
-0.5%
+504.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +7.5% | -21.5% | -8.1% |
| 7D | -35.9% | +15.6% | -51.5% | -27.4% |
| 30D | -47.1% | +28.6% | -75.7% | -36.4% |
| 3M | -29.8% | +5.8% | -35.7% | -23.5% |
| 6M | +16.0% | +3.8% | +12.2% | +31.4% |
| YTD | +286.1% | -2.8% | +288.9% | +349.0% |
| 1Y | +504.3% | -1.4% | +505.7% | +603.7% |
| All | +504.3% | -0.5% | +504.8% | +603.7% |
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