+2,163.5%
MUU vs LTH
+45.0%
+2,118.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.6% | -8.7% | -9.1% |
| 7D | +3.6% | -3.7% | +7.3% | +4.8% |
| 30D | +22.3% | -5.3% | +27.6% | +24.2% |
| 3M | -8.2% | +24.2% | -32.4% | -20.6% |
| 6M | +256.3% | +54.8% | +201.5% | +179.6% |
| YTD | +534.4% | +56.1% | +478.3% | +405.3% |
| 1Y | +2,163.5% | +45.5% | +2,117.9% | +2,306.8% |
| All | +2,163.5% | +45.0% | +2,118.5% | +2,306.8% |
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 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