+504.3%
MUU vs XPO
+38.8%
+465.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -1.6% | -12.4% | -12.8% |
| 7D | -35.9% | +3.5% | -39.4% | -37.8% |
| 30D | -47.1% | +2.8% | -50.0% | -48.9% |
| 3M | -29.8% | -7.5% | -22.4% | -25.2% |
| 6M | +16.0% | -5.9% | +22.0% | +26.8% |
| YTD | +286.1% | +38.4% | +247.7% | +240.5% |
| 1Y | +504.3% | +33.7% | +470.6% | +438.7% |
| All | +504.3% | +38.8% | +465.5% | +438.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 1y: compounded portfolio wealth divided by compounded XPO 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…
1y analysis · Full analysis span regression · 6 months rolling