+504.3%
MUU vs XLK
+19.7%
+484.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | 0.0% | -14.0% | -14.0% |
| 7D | -35.9% | -7.6% | -28.3% | -8.4% |
| 30D | -47.1% | -12.2% | -35.0% | -3.0% |
| 3M | -29.8% | -5.5% | -24.4% | -7.2% |
| 6M | +16.0% | +9.2% | +6.8% | +20.0% |
| YTD | +286.1% | +23.0% | +263.0% | +183.6% |
| 1Y | +504.3% | +20.7% | +483.6% | +421.5% |
| All | +504.3% | +19.7% | +484.6% | +421.5% |
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