+2,981.5%
MUU vs XLU
+4.9%
+2,976.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.1% | +11.5% | +11.6% |
| 7D | +17.4% | +0.8% | +16.6% | +17.1% |
| 30D | +24.0% | -1.3% | +25.3% | +24.8% |
| 3M | -23.9% | -1.3% | -22.6% | -23.4% |
| 6M | +284.4% | -7.6% | +292.1% | +318.5% |
| YTD | +583.7% | +2.3% | +581.4% | +515.2% |
| 1Y | +2,981.5% | +5.8% | +2,975.7% | +2,598.9% |
| All | +2,981.5% | +4.9% | +2,976.6% | +2,598.9% |
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