+359.1%
MUU vs XLE
+45.6%
+313.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.5% | -4.8% | -2.3% |
| 7D | +43.7% | +4.4% | +39.3% | +47.5% |
| 30D | -37.2% | -4.3% | -33.0% | -41.1% |
| 3M | -36.1% | +6.0% | -42.1% | -31.2% |
| 6M | -35.7% | +13.2% | -48.9% | -23.1% |
| YTD | +264.0% | +46.7% | +217.3% | +317.5% |
| 1Y | +359.1% | +46.6% | +312.5% | +443.9% |
| All | +359.1% | +45.6% | +313.5% | +443.9% |
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