+391.4%
MUU vs XLC
-3.4%
+394.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.0% | -2.3% | -3.7% |
| 7D | +43.7% | +3.1% | +40.6% | +45.7% |
| 30D | -37.2% | -4.2% | -33.0% | -39.5% |
| 3M | -36.1% | -2.1% | -34.0% | -37.0% |
| 6M | -35.7% | -6.6% | -29.1% | -28.5% |
| YTD | +264.0% | -7.8% | +271.8% | +315.8% |
| All | +391.4% | -3.4% | +394.8% | +325.6% |
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