+2,396.1%
MUU vs XPO
+68.4%
+2,327.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.0% |
| 7D | -8.2% | -5.7% | -2.6% | -3.2% |
| 30D | +10.2% | -12.8% | +23.0% | +26.3% |
| 3M | -26.5% | -20.0% | -6.5% | -8.7% |
| 6M | +227.2% | -6.0% | +233.3% | +255.5% |
| YTD | +527.4% | +34.0% | +493.4% | +378.2% |
| 1Y | +1,843.7% | +35.6% | +1,808.1% | +1,309.6% |
| All | +2,396.1% | +68.4% | +2,327.7% | +1,456.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling