+2,423.9%
MUU vs XLI
+28.3%
+2,395.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.7% | -8.6% | -6.5% |
| 7D | +3.6% | -2.3% | +5.8% | +13.2% |
| 30D | +22.3% | -8.2% | +30.5% | +70.5% |
| 3M | -8.2% | +0.8% | -9.0% | +1.0% |
| 6M | +256.3% | +0.8% | +255.5% | +302.2% |
| YTD | +534.4% | +10.5% | +523.9% | +409.8% |
| 1Y | +2,163.5% | +14.1% | +2,149.4% | +1,584.3% |
| All | +2,423.9% | +28.3% | +2,395.6% | +1,290.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling