+2,620.0%
MUU vs XLB
+14.1%
+2,605.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.3% | +11.9% | +12.5% |
| 7D | +17.4% | -1.4% | +18.8% | +21.8% |
| 30D | +24.0% | -0.4% | +24.3% | +23.8% |
| 3M | -23.9% | +2.0% | -25.9% | -28.5% |
| 6M | +284.4% | +1.8% | +282.6% | +273.7% |
| YTD | +583.7% | +16.6% | +567.1% | +331.1% |
| 1Y | +2,981.5% | +16.9% | +2,964.5% | +1,835.1% |
| All | +2,620.0% | +14.1% | +2,605.9% | +2,085.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling