+1,397.6%
MUU vs XLC
+23.4%
+1,374.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +0.8% | +23.4% | +22.9% |
| 7D | -2.5% | +3.5% | -6.0% | -6.9% |
| 30D | -39.7% | -2.6% | -37.2% | -36.5% |
| 3M | -27.4% | -2.1% | -25.3% | -26.4% |
| 6M | -38.4% | -5.5% | -32.9% | -36.3% |
| YTD | +276.4% | -6.9% | +283.4% | +300.7% |
| 1Y | +390.7% | -3.7% | +394.5% | +374.6% |
| All | +1,397.6% | +23.4% | +1,374.2% | +511.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling