+1,843.7%
MUU vs XHB
-14.9%
+1,858.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.6% | -2.7% | -3.3% |
| 7D | -8.2% | -4.6% | -3.6% | -2.1% |
| 30D | +10.2% | -9.1% | +19.3% | +25.4% |
| 3M | -26.5% | -8.6% | -17.9% | -15.5% |
| 6M | +227.2% | -4.0% | +231.2% | +256.9% |
| YTD | +527.4% | -3.9% | +531.4% | +557.4% |
| 1Y | +1,843.7% | -16.5% | +1,860.1% | +2,933.9% |
| All | +1,843.7% | -14.9% | +1,858.5% | +2,933.9% |
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