+2,981.5%
MUU vs XPO
+53.4%
+2,928.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +4.5% | +7.1% | +8.2% |
| 7D | +17.4% | +2.4% | +15.0% | +15.7% |
| 30D | +24.0% | -3.5% | +27.5% | +28.6% |
| 3M | -23.9% | -11.9% | -12.0% | -15.8% |
| 6M | +284.4% | -10.0% | +294.4% | +309.3% |
| YTD | +583.7% | +42.1% | +541.6% | +532.7% |
| 1Y | +2,981.5% | +47.6% | +2,933.9% | +2,789.1% |
| All | +2,981.5% | +53.4% | +2,928.1% | +2,789.1% |
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