+1,843.7%
MUU vs XLB
+14.5%
+1,829.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.9% |
| 7D | -8.2% | -2.8% | -5.4% | -2.4% |
| 30D | +10.2% | -3.1% | +13.3% | +17.4% |
| 3M | -26.5% | -0.2% | -26.4% | -27.6% |
| 6M | +227.2% | +3.1% | +224.2% | +220.0% |
| YTD | +527.4% | +13.3% | +514.1% | +398.5% |
| 1Y | +1,843.7% | +12.0% | +1,831.6% | +1,444.1% |
| All | +1,843.7% | +14.5% | +1,829.2% | +1,444.1% |
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