+1,272.2%
MUU vs XME
+50.7%
+1,221.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.6% | -3.7% | -1.7% |
| 7D | +24.7% | +0.3% | +24.4% | +24.7% |
| 30D | -35.1% | -6.1% | -29.0% | -20.0% |
| 3M | -44.3% | -18.6% | -25.6% | -7.5% |
| 6M | -44.4% | -23.9% | -20.5% | +20.8% |
| YTD | +244.9% | -9.3% | +254.3% | +428.0% |
| 1Y | +365.6% | +1.8% | +363.8% | +459.6% |
| All | +1,272.2% | +50.7% | +1,221.5% | +524.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling