+2,620.0%
MUU vs XLE
+46.9%
+2,573.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.9% | +12.5% | +12.4% |
| 7D | +17.4% | +2.2% | +15.2% | +14.9% |
| 30D | +24.0% | +11.8% | +12.2% | +10.8% |
| 3M | -23.9% | +9.8% | -33.7% | -31.4% |
| 6M | +284.4% | +15.6% | +268.8% | +189.1% |
| YTD | +583.7% | +45.3% | +538.5% | +211.2% |
| 1Y | +2,981.5% | +48.3% | +2,933.2% | +1,205.7% |
| All | +2,620.0% | +46.9% | +2,573.1% | +1,130.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling