+504.3%
MUU vs XLP
+24.3%
+480.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +3.4% | -17.4% | -0.4% |
| 7D | -35.9% | +5.9% | -41.7% | -16.6% |
| 30D | -47.1% | +13.5% | -60.6% | -6.7% |
| 3M | -29.8% | +8.4% | -38.3% | +5.6% |
| 6M | +16.0% | +11.5% | +4.5% | +119.1% |
| YTD | +286.1% | +20.6% | +265.4% | +931.4% |
| 1Y | +504.3% | +24.3% | +480.0% | +1,698.8% |
| All | +504.3% | +24.3% | +480.0% | +1,698.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XLP.
Daily Out/Under-Performance
Portfolio return minus XLP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLP 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 XLP 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