+2,620.0%
MUU vs XLC
+26.9%
+2,593.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.2% | +12.8% | +13.8% |
| 7D | +17.4% | -0.8% | +18.2% | +18.8% |
| 30D | +24.0% | +1.0% | +22.9% | +20.1% |
| 3M | -23.9% | -0.7% | -23.2% | -27.8% |
| 6M | +284.4% | -5.1% | +289.6% | +314.0% |
| YTD | +583.7% | -4.3% | +588.0% | +601.0% |
| 1Y | +2,981.5% | -0.6% | +2,982.0% | +2,705.6% |
| All | +2,620.0% | +26.9% | +2,593.2% | +969.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling