+257.0%
MUU vs XLE
+42.6%
+214.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.4% | -3.0% | -2.3% |
| 7D | -32.5% | -6.7% | -25.8% | -37.9% |
| 30D | -55.2% | -4.4% | -50.8% | -57.1% |
| 3M | -40.7% | +4.0% | -44.7% | -36.3% |
| 6M | -43.9% | +13.2% | -57.1% | -32.4% |
| YTD | +203.2% | +41.9% | +161.3% | +258.3% |
| 1Y | +257.0% | +41.6% | +215.4% | +335.6% |
| All | +257.0% | +42.6% | +214.5% | +335.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XLE.
Daily Out/Under-Performance
Portfolio return minus XLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLE 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 XLE 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