+8.8%
MUB vs XPO
+159.4%
-150.7%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | 0.0% |
| 7D | -0.3% | +2.7% | -3.0% | -0.3% |
| 30D | -1.5% | -6.2% | +4.6% | -1.5% |
| 3M | -1.9% | -15.4% | +13.5% | -1.8% |
| 6M | -1.7% | +0.7% | -2.5% | -1.7% |
| YTD | -0.8% | +39.8% | -40.6% | -0.9% |
| 1Y | +1.5% | +43.3% | -41.8% | +1.3% |
| 3Y | +8.8% | +166.0% | -157.3% | +8.3% |
| All | +8.8% | +159.4% | -150.7% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 3y: compounded portfolio wealth divided by compounded XPO 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…
3y analysis · Full analysis span regression · 6 months rolling