+2,981.5%
MUU vs XLF
+9.9%
+2,971.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.8% | +12.4% | +11.3% |
| 7D | +17.4% | 0.0% | +17.4% | +17.3% |
| 30D | +24.0% | +0.2% | +23.8% | +24.3% |
| 3M | -23.9% | +11.7% | -35.6% | -22.2% |
| 6M | +284.4% | +13.8% | +270.6% | +288.9% |
| YTD | +583.7% | +7.0% | +576.7% | +632.9% |
| 1Y | +2,981.5% | +9.1% | +2,972.3% | +3,082.0% |
| All | +2,981.5% | +9.9% | +2,971.6% | +3,082.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XLF.
Daily Out/Under-Performance
Portfolio return minus XLF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLF 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 XLF 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