+2,396.1%
MUU vs LQD
+2.7%
+2,393.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -0.9% |
| 7D | -8.2% | -1.1% | -7.1% | -3.6% |
| 30D | +10.2% | -1.3% | +11.4% | +16.1% |
| 3M | -26.5% | -3.2% | -23.3% | -15.2% |
| 6M | +227.2% | -2.1% | +229.4% | +274.0% |
| YTD | +527.4% | -2.4% | +529.8% | +619.2% |
| 1Y | +1,843.7% | -2.7% | +1,846.3% | +2,157.3% |
| All | +2,396.1% | +2.7% | +2,393.3% | +2,126.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling