+2,683.6%
MUU vs XLU
+14.4%
+2,669.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.2% | +6.7% | +7.0% |
| 7D | +15.0% | +0.6% | +14.4% | +14.0% |
| 30D | +36.8% | -0.4% | +37.2% | +37.1% |
| 3M | -8.5% | -1.7% | -6.8% | -7.3% |
| 6M | +320.7% | -7.1% | +327.9% | +356.1% |
| YTD | +599.7% | +1.9% | +597.7% | +524.1% |
| 1Y | +2,569.2% | +6.1% | +2,563.1% | +2,114.7% |
| All | +2,683.6% | +14.4% | +2,669.1% | +1,840.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling