+365.6%
MUU vs XLE
+47.6%
+318.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.0% | -6.2% | -4.6% |
| 7D | +24.7% | +5.4% | +19.3% | +28.9% |
| 30D | -35.1% | -3.9% | -31.2% | -39.2% |
| 3M | -44.3% | +7.0% | -51.3% | -39.6% |
| 6M | -44.4% | +14.2% | -58.6% | -33.1% |
| YTD | +244.9% | +48.2% | +196.8% | +298.3% |
| 1Y | +365.6% | +47.7% | +317.9% | +453.8% |
| All | +365.6% | +47.6% | +318.0% | +453.8% |
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