+2,683.6%
MUU vs LTH
+69.2%
+2,614.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.7% | +7.2% | +6.7% |
| 7D | +15.0% | -4.0% | +19.0% | +18.3% |
| 30D | +36.8% | -1.7% | +38.5% | +37.7% |
| 3M | -8.5% | +28.0% | -36.5% | -28.1% |
| 6M | +320.7% | +54.1% | +266.7% | +180.0% |
| YTD | +599.7% | +57.1% | +542.6% | +356.8% |
| 1Y | +2,569.2% | +45.8% | +2,523.4% | +1,743.8% |
| All | +2,683.6% | +69.2% | +2,614.4% | +1,727.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 10y: compounded portfolio wealth divided by compounded LTH 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…
10y analysis · Full analysis span regression · 6 months rolling