+2,981.5%
MUU vs XRT
+3.4%
+2,978.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.0% | +10.6% | +10.8% |
| 7D | +17.4% | +0.8% | +16.6% | +16.7% |
| 30D | +24.0% | -4.2% | +28.1% | +28.2% |
| 3M | -23.9% | +5.1% | -29.0% | -31.9% |
| 6M | +284.4% | +2.4% | +282.0% | +254.7% |
| YTD | +583.7% | +3.2% | +580.5% | +512.5% |
| 1Y | +2,981.5% | +1.5% | +2,980.0% | +2,873.1% |
| All | +2,981.5% | +3.4% | +2,978.1% | +2,873.1% |
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