+2,396.1%
MUU vs XEL
+27.1%
+2,369.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.1% |
| 7D | -8.2% | -0.3% | -7.9% | -8.3% |
| 30D | +10.2% | -3.9% | +14.1% | +8.8% |
| 3M | -26.5% | -2.8% | -23.7% | -26.9% |
| 6M | +227.2% | -5.4% | +232.6% | +225.3% |
| YTD | +527.4% | +3.8% | +523.7% | +532.3% |
| 1Y | +1,843.7% | +6.8% | +1,836.8% | +1,856.7% |
| All | +2,396.1% | +27.1% | +2,369.0% | +2,882.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling