+504.3%
MUU vs XEL
+1.7%
+502.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +2.2% | -16.2% | -11.8% |
| 7D | -35.9% | +4.3% | -40.2% | -32.8% |
| 30D | -47.1% | +12.6% | -59.7% | -41.5% |
| 3M | -29.8% | +4.4% | -34.2% | -25.5% |
| 6M | +16.0% | +0.7% | +15.3% | +23.8% |
| YTD | +286.1% | +11.5% | +274.6% | +313.3% |
| 1Y | +504.3% | +1.7% | +502.6% | +568.8% |
| All | +504.3% | +1.7% | +502.6% | +568.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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