+2,620.0%
MUU vs XME
+90.6%
+2,529.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.2% | +11.4% | +11.2% |
| 7D | +17.4% | -0.1% | +17.5% | +17.6% |
| 30D | +24.0% | +6.0% | +18.0% | +5.9% |
| 3M | -23.9% | -7.7% | -16.2% | -1.0% |
| 6M | +284.4% | +1.0% | +283.5% | +338.1% |
| YTD | +583.7% | +14.6% | +569.1% | +486.1% |
| 1Y | +2,981.5% | +46.0% | +2,935.5% | +1,403.3% |
| All | +2,620.0% | +90.6% | +2,529.5% | +593.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling