+2,569.2%
MUU vs XLE
+53.7%
+2,515.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.8% | +4.7% | +6.4% |
| 7D | +15.0% | +0.3% | +14.7% | +15.6% |
| 30D | +36.8% | +8.5% | +28.3% | +49.4% |
| 3M | -8.5% | +14.6% | -23.1% | +8.6% |
| 6M | +320.7% | +17.6% | +303.2% | +382.7% |
| YTD | +599.7% | +48.1% | +551.6% | +668.8% |
| 1Y | +2,569.2% | +53.8% | +2,515.4% | +2,866.6% |
| All | +2,569.2% | +53.7% | +2,515.5% | +2,866.6% |
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