+2,396.1%
MUU vs XLI
+29.7%
+2,366.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -5.2% |
| 7D | -8.2% | -1.7% | -6.6% | -2.5% |
| 30D | +10.2% | -7.3% | +17.4% | +47.6% |
| 3M | -26.5% | -1.3% | -25.2% | -14.4% |
| 6M | +227.2% | +2.2% | +225.0% | +250.2% |
| YTD | +527.4% | +11.7% | +515.7% | +383.1% |
| 1Y | +1,843.7% | +14.3% | +1,829.4% | +1,329.8% |
| All | +2,396.1% | +29.7% | +2,366.4% | +1,217.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling