+2,981.5%
MUU vs XLK
+44.7%
+2,936.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.7% | +10.9% | +8.4% |
| 7D | +17.4% | +0.9% | +16.5% | +13.2% |
| 30D | +24.0% | +0.7% | +23.2% | +20.1% |
| 3M | -23.9% | -2.9% | -21.0% | +12.1% |
| 6M | +284.4% | +34.3% | +250.2% | +77.7% |
| YTD | +583.7% | +30.4% | +553.3% | +273.9% |
| 1Y | +2,981.5% | +43.4% | +2,938.1% | +1,363.6% |
| All | +2,981.5% | +44.7% | +2,936.8% | +1,363.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK 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 XLK 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