+2,423.9%
MUU vs XME
+84.4%
+2,339.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.7% | -5.6% | -1.2% |
| 7D | +3.6% | -3.0% | +6.6% | +11.0% |
| 30D | +22.3% | -2.6% | +24.9% | +27.8% |
| 3M | -8.2% | +2.2% | -10.4% | -6.2% |
| 6M | +256.3% | +0.7% | +255.6% | +309.4% |
| YTD | +534.4% | +10.9% | +523.5% | +485.1% |
| 1Y | +2,163.5% | +35.7% | +2,127.8% | +1,199.2% |
| All | +2,423.9% | +84.4% | +2,339.5% | +592.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling