+237.5%
MUU vs XLY
-0.8%
+238.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -34.4% | -3.8% | -30.5% | -28.3% |
| 7D | -53.2% | +1.2% | -54.5% | -53.1% |
| 30D | -64.1% | +5.3% | -69.4% | -66.2% |
| 3M | -54.1% | -0.6% | -53.4% | -52.9% |
| 6M | -37.7% | +0.1% | -37.7% | -36.3% |
| YTD | +153.4% | -0.9% | +154.2% | +171.3% |
| 1Y | +237.5% | -1.6% | +239.1% | +276.6% |
| All | +237.5% | -0.8% | +238.3% | +276.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XLY.
Daily Out/Under-Performance
Portfolio return minus XLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLY 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 XLY 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