+2,396.1%
MUU vs XME
+82.6%
+2,313.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | +1.1% |
| 7D | -8.2% | -4.2% | -4.0% | +0.9% |
| 30D | +10.2% | -2.7% | +12.9% | +15.6% |
| 3M | -26.5% | -3.9% | -22.6% | -15.7% |
| 6M | +227.2% | -1.0% | +228.2% | +289.1% |
| YTD | +527.4% | +9.8% | +517.6% | +491.4% |
| 1Y | +1,843.7% | +32.5% | +1,811.1% | +1,073.1% |
| All | +2,396.1% | +82.6% | +2,313.5% | +599.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling