+227.2%
MUU vs XBI
+23.4%
+203.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.3% |
| 7D | -8.2% | -4.6% | -3.6% | +0.5% |
| 30D | +10.2% | -2.0% | +12.2% | +10.2% |
| 3M | -26.5% | +17.8% | -44.3% | -48.6% |
| 6M | +227.2% | +23.7% | +203.5% | +125.3% |
| All | +227.2% | +23.4% | +203.8% | +125.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 XBI 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