+365.6%
MUU vs LTH
+79.8%
+285.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +2.2% | -7.4% | -5.8% |
| 7D | +24.7% | -1.3% | +25.9% | +25.1% |
| 30D | -35.1% | +15.7% | -50.8% | -38.8% |
| 3M | -44.3% | +5.0% | -49.3% | -45.3% |
| 6M | -44.4% | +37.7% | -82.1% | -56.3% |
| YTD | +244.9% | +75.0% | +169.9% | +129.0% |
| 1Y | +365.6% | +82.6% | +283.0% | +204.9% |
| All | +365.6% | +79.8% | +285.9% | +204.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling