+1,348.1%
MUU vs LTH
+84.5%
+1,263.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.2% | +0.9% | -0.9% |
| 7D | +43.7% | -4.6% | +48.3% | +47.6% |
| 30D | -37.2% | +14.8% | -52.1% | -43.7% |
| 3M | -36.1% | +3.9% | -40.0% | -39.1% |
| 6M | -35.7% | +35.5% | -71.2% | -52.1% |
| YTD | +264.0% | +71.3% | +192.7% | +119.9% |
| 1Y | +359.1% | +75.7% | +283.4% | +170.9% |
| All | +1,348.1% | +84.5% | +1,263.6% | +779.8% |
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