+1,138.0%
MUU vs XLE
+42.9%
+1,095.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +0.5% | +12.0% | +12.0% |
| 7D | -27.2% | -7.9% | -19.3% | -20.4% |
| 30D | -54.0% | -4.8% | -49.2% | -51.4% |
| 3M | -41.4% | +8.4% | -49.8% | -45.8% |
| 6M | -42.5% | +12.7% | -55.1% | -51.7% |
| YTD | +211.2% | +41.3% | +169.9% | +46.2% |
| 1Y | +313.4% | +42.3% | +271.1% | +89.6% |
| All | +1,138.0% | +42.9% | +1,095.1% | +478.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling