+504.3%
MUU vs XHB
+5.8%
+498.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +5.4% | -19.4% | -19.2% |
| 7D | -35.9% | +9.7% | -45.6% | -43.4% |
| 30D | -47.1% | +11.7% | -58.8% | -55.1% |
| 3M | -29.8% | -1.4% | -28.5% | -29.1% |
| 6M | +16.0% | +6.8% | +9.2% | +11.1% |
| YTD | +286.1% | +5.5% | +280.6% | +248.2% |
| 1Y | +504.3% | +5.1% | +499.2% | +454.9% |
| All | +504.3% | +5.8% | +498.5% | +454.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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