+237.5%
MUU vs XME
0.0%
+237.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -34.4% | -5.6% | -28.8% | -21.5% |
| 7D | -53.2% | -10.5% | -42.7% | -36.6% |
| 30D | -64.1% | -16.5% | -47.6% | -43.2% |
| 3M | -54.1% | -19.2% | -34.9% | -24.4% |
| 6M | -37.7% | -23.8% | -13.8% | +34.9% |
| YTD | +153.4% | -12.6% | +165.9% | +311.1% |
| 1Y | +237.5% | -0.1% | +237.6% | +314.2% |
| All | +237.5% | 0.0% | +237.4% | +314.2% |
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