+2,423.9%
MUU vs XEL
+26.9%
+2,396.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.0% | -8.3% | -9.7% |
| 7D | +3.6% | -1.2% | +4.8% | +3.1% |
| 30D | +22.3% | -2.9% | +25.2% | +21.2% |
| 3M | -8.2% | -2.7% | -5.5% | -8.6% |
| 6M | +256.3% | -6.5% | +262.9% | +253.4% |
| YTD | +534.4% | +3.6% | +530.8% | +539.1% |
| 1Y | +2,163.5% | +7.5% | +2,156.0% | +2,178.0% |
| All | +2,423.9% | +26.9% | +2,396.9% | +2,914.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling