+1,348.1%
MUU vs XME
+53.1%
+1,295.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.0% | -1.3% | +1.2% |
| 7D | +43.7% | +5.3% | +38.3% | +29.1% |
| 30D | -37.2% | -8.2% | -29.0% | -18.8% |
| 3M | -36.1% | -18.4% | -17.7% | +5.0% |
| 6M | -35.7% | -22.8% | -12.9% | +35.2% |
| YTD | +264.0% | -7.9% | +271.9% | +437.1% |
| 1Y | +359.1% | -0.9% | +360.0% | +482.0% |
| All | +1,348.1% | +53.1% | +1,295.0% | +535.7% |
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