+504.3%
MUU vs XLC
-5.6%
+509.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +3.5% | -17.5% | -11.8% |
| 7D | -35.9% | +1.8% | -37.6% | -34.9% |
| 30D | -47.1% | -6.0% | -41.2% | -48.7% |
| 3M | -29.8% | -6.0% | -23.8% | -31.8% |
| 6M | +16.0% | -9.1% | +25.1% | +28.0% |
| YTD | +286.1% | -10.0% | +296.1% | +340.4% |
| 1Y | +504.3% | -5.8% | +510.1% | +459.9% |
| All | +504.3% | -5.6% | +509.9% | +459.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XLC.
Daily Out/Under-Performance
Portfolio return minus XLC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLC 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 XLC 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