+1,843.7%
MUU vs LQD
-2.4%
+1,846.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -0.9% |
| 7D | -8.2% | -1.1% | -7.1% | -1.5% |
| 30D | +10.2% | -1.3% | +11.4% | +18.7% |
| 3M | -26.5% | -3.2% | -23.3% | -9.4% |
| 6M | +227.2% | -2.1% | +229.4% | +304.3% |
| YTD | +527.4% | -2.4% | +529.8% | +664.2% |
| 1Y | +1,843.7% | -2.7% | +1,846.3% | +2,412.1% |
| All | +1,843.7% | -2.4% | +1,846.1% | +2,412.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LQD.
Daily Out/Under-Performance
Portfolio return minus LQD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LQD 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 LQD 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