+2,683.6%
MUU vs XEL
+28.3%
+2,655.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.9% | +6.4% | +5.2% |
| 7D | +15.0% | +0.9% | +14.1% | +15.5% |
| 30D | +36.8% | -0.9% | +37.7% | +36.6% |
| 3M | -8.5% | -1.4% | -7.1% | -8.5% |
| 6M | +320.7% | -5.8% | +326.5% | +318.7% |
| YTD | +599.7% | +4.7% | +595.0% | +607.7% |
| 1Y | +2,569.2% | +9.1% | +2,560.1% | +2,597.6% |
| All | +2,683.6% | +28.3% | +2,655.3% | +3,238.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling