+504.3%
MUU vs LYB
+47.4%
+456.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -4.7% | -9.3% | -15.7% |
| 7D | -35.9% | -6.2% | -29.6% | -37.4% |
| 30D | -47.1% | +6.3% | -53.4% | -45.5% |
| 3M | -29.8% | +4.1% | -33.9% | -27.6% |
| 6M | +16.0% | -15.5% | +31.5% | +14.9% |
| YTD | +286.1% | +50.2% | +235.8% | +232.9% |
| 1Y | +504.3% | +50.6% | +453.7% | +429.7% |
| All | +504.3% | +47.4% | +456.9% | +429.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LYB.
Daily Out/Under-Performance
Portfolio return minus LYB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYB 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 LYB 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