+2,396.1%
MUU vs XLV
+11.2%
+2,384.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.0% |
| 7D | -8.2% | -3.6% | -4.7% | -5.5% |
| 30D | +10.2% | -1.8% | +12.0% | +10.9% |
| 3M | -26.5% | +7.8% | -34.3% | -37.2% |
| 6M | +227.2% | +9.1% | +218.1% | +170.5% |
| YTD | +527.4% | +7.7% | +519.7% | +433.7% |
| 1Y | +1,843.7% | +20.4% | +1,823.3% | +1,180.8% |
| All | +2,396.1% | +11.2% | +2,384.9% | +2,004.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XLV.
Daily Out/Under-Performance
Portfolio return minus XLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLV 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 XLV 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