+2,981.5%
MUU vs XLB
+17.4%
+2,964.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.3% | +11.9% | +12.3% |
| 7D | +17.4% | -1.4% | +18.8% | +20.8% |
| 30D | +24.0% | -0.4% | +24.3% | +24.0% |
| 3M | -23.9% | +2.0% | -25.9% | -26.8% |
| 6M | +284.4% | +1.8% | +282.6% | +283.1% |
| YTD | +583.7% | +16.6% | +567.1% | +403.3% |
| 1Y | +2,981.5% | +16.9% | +2,964.5% | +2,159.9% |
| All | +2,981.5% | +17.4% | +2,964.1% | +2,159.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XLB.
Daily Out/Under-Performance
Portfolio return minus XLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLB 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 XLB 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