+2,981.5%
MUU vs XHB
-9.3%
+2,990.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.0% | +10.6% | +10.3% |
| 7D | +17.4% | -1.3% | +18.7% | +19.5% |
| 30D | +24.0% | -6.9% | +30.8% | +36.3% |
| 3M | -23.9% | -1.3% | -22.6% | -20.0% |
| 6M | +284.4% | -6.8% | +291.2% | +319.1% |
| YTD | +583.7% | +0.7% | +583.0% | +570.6% |
| 1Y | +2,981.5% | -11.2% | +2,992.7% | +3,939.7% |
| All | +2,981.5% | -9.3% | +2,990.7% | +3,939.7% |
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