+2,423.9%
MUU vs XPO
+68.6%
+2,355.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.0% | -8.3% | -8.4% |
| 7D | +3.6% | -1.3% | +4.9% | +5.0% |
| 30D | +22.3% | -10.4% | +32.7% | +37.0% |
| 3M | -8.2% | -15.7% | +7.5% | +9.5% |
| 6M | +256.3% | -6.3% | +262.7% | +288.1% |
| YTD | +534.4% | +34.2% | +500.2% | +383.2% |
| 1Y | +2,163.5% | +39.9% | +2,123.5% | +1,490.5% |
| All | +2,423.9% | +68.6% | +2,355.3% | +1,472.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling