+504.3%
MUU vs XRT
+18.0%
+486.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +5.5% | -19.5% | -14.2% |
| 7D | -35.9% | +8.0% | -43.9% | -36.6% |
| 30D | -47.1% | +13.0% | -60.2% | -49.2% |
| 3M | -29.8% | +1.7% | -31.5% | -28.3% |
| 6M | +16.0% | +12.6% | +3.4% | +2.8% |
| YTD | +286.1% | +10.7% | +275.4% | +240.0% |
| 1Y | +504.3% | +18.4% | +485.9% | +392.5% |
| All | +504.3% | +18.0% | +486.4% | +392.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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