+2,538.2%
MUU vs XPO
+75.7%
+2,462.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.6% | -1.4% | -1.5% |
| 7D | +13.9% | +2.7% | +11.2% | +11.5% |
| 30D | +24.8% | -6.2% | +31.0% | +34.1% |
| 3M | -15.7% | -15.4% | -0.3% | +0.3% |
| 6M | +338.9% | +0.7% | +338.1% | +349.0% |
| YTD | +563.2% | +39.8% | +523.3% | +386.5% |
| 1Y | +2,577.5% | +43.3% | +2,534.2% | +1,745.0% |
| All | +2,538.2% | +75.7% | +2,462.5% | +1,483.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling