+1,843.7%
MUU vs XLK
+38.8%
+1,804.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.4% | -7.1% |
| 7D | -8.2% | +0.2% | -8.4% | -9.1% |
| 30D | +10.2% | -0.6% | +10.8% | +13.7% |
| 3M | -26.5% | +2.6% | -29.1% | -19.7% |
| 6M | +227.2% | +34.0% | +193.3% | +50.2% |
| YTD | +527.4% | +30.7% | +496.7% | +239.1% |
| 1Y | +1,843.7% | +39.2% | +1,804.5% | +791.3% |
| All | +1,843.7% | +38.8% | +1,804.9% | +791.3% |
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