+504.3%
MUU vs XLU
+0.7%
+503.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +0.4% | -14.4% | -13.8% |
| 7D | -35.9% | +2.6% | -38.5% | -35.2% |
| 30D | -47.1% | +9.1% | -56.2% | -46.6% |
| 3M | -29.8% | -0.4% | -29.4% | -28.6% |
| 6M | +16.0% | -4.7% | +20.7% | +22.9% |
| YTD | +286.1% | +4.3% | +281.8% | +261.7% |
| 1Y | +504.3% | +1.0% | +503.3% | +516.5% |
| All | +504.3% | +0.7% | +503.7% | +516.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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