+1,843.7%
MUU vs XLC
-0.7%
+1,844.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.1% | -0.6% |
| 7D | -8.2% | +0.5% | -8.7% | -7.9% |
| 30D | +10.2% | +2.1% | +8.1% | +11.3% |
| 3M | -26.5% | +0.7% | -27.2% | -22.1% |
| 6M | +227.2% | -3.2% | +230.4% | +268.2% |
| YTD | +527.4% | -3.8% | +531.2% | +615.2% |
| 1Y | +1,843.7% | -2.0% | +1,845.7% | +1,892.0% |
| All | +1,843.7% | -0.7% | +1,844.4% | +1,892.0% |
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