+256.3%
MUU vs LYB
-0.1%
+256.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.3% | -9.0% | -9.5% |
| 7D | +3.6% | -0.7% | +4.3% | +3.2% |
| 30D | +22.3% | +1.5% | +20.8% | +24.0% |
| 3M | -8.2% | -0.3% | -7.9% | -4.6% |
| 6M | +256.3% | +0.1% | +256.3% | +312.1% |
| All | +256.3% | -0.1% | +256.5% | +312.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling