+2,423.9%
MUU vs XHB
-18.4%
+2,442.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.3% | -7.0% | -5.8% |
| 7D | +3.6% | -5.2% | +8.8% | +12.5% |
| 30D | +22.3% | -12.1% | +34.5% | +48.2% |
| 3M | -8.2% | -6.2% | -2.0% | +3.2% |
| 6M | +256.3% | -6.7% | +263.0% | +308.1% |
| YTD | +534.4% | -5.5% | +539.9% | +588.5% |
| 1Y | +2,163.5% | -15.6% | +2,179.1% | +2,843.8% |
| All | +2,423.9% | -18.4% | +2,442.3% | +3,057.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling