+2,981.5%
MUU vs XME
+46.4%
+2,935.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.2% | +11.4% | +11.2% |
| 7D | +17.4% | -0.1% | +17.5% | +17.6% |
| 30D | +24.0% | +6.0% | +18.0% | +6.6% |
| 3M | -23.9% | -7.7% | -16.2% | -4.7% |
| 6M | +284.4% | +1.0% | +283.5% | +329.6% |
| YTD | +583.7% | +14.6% | +569.1% | +520.2% |
| 1Y | +2,981.5% | +46.0% | +2,935.5% | +1,804.8% |
| All | +2,981.5% | +46.4% | +2,935.1% | +1,804.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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