+504.3%
MUU vs LVS
-31.5%
+535.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +6.5% | -20.5% | -15.4% |
| 7D | -35.9% | +13.4% | -49.3% | -38.5% |
| 30D | -47.1% | +12.2% | -59.3% | -49.0% |
| 3M | -29.8% | -10.7% | -19.1% | -25.0% |
| 6M | +16.0% | -19.8% | +35.8% | +33.1% |
| YTD | +286.1% | -35.8% | +321.9% | +425.2% |
| 1Y | +504.3% | -31.8% | +536.1% | +613.8% |
| All | +504.3% | -31.5% | +535.8% | +613.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LVS.
Daily Out/Under-Performance
Portfolio return minus LVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LVS 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 LVS 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