+2,981.5%
MUU vs XLI
+18.3%
+2,963.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.4% | +11.2% | +9.9% |
| 7D | +17.4% | -1.1% | +18.4% | +22.4% |
| 30D | +24.0% | -5.9% | +29.9% | +60.3% |
| 3M | -23.9% | -0.3% | -23.6% | -11.6% |
| 6M | +284.4% | +0.1% | +284.3% | +351.3% |
| YTD | +583.7% | +13.6% | +570.1% | +379.5% |
| 1Y | +2,981.5% | +17.2% | +2,964.3% | +1,999.4% |
| All | +2,981.5% | +18.3% | +2,963.2% | +1,999.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XLI.
Daily Out/Under-Performance
Portfolio return minus XLI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLI 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 XLI 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