+2,396.1%
MUU vs XRT
+14.9%
+2,381.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.4% | -2.5% | -3.5% |
| 7D | -8.2% | -3.2% | -5.0% | -3.1% |
| 30D | +10.2% | -4.5% | +14.7% | +17.8% |
| 3M | -26.5% | -3.1% | -23.4% | -28.0% |
| 6M | +227.2% | +4.2% | +223.0% | +173.3% |
| YTD | +527.4% | -0.1% | +527.5% | +469.9% |
| 1Y | +1,843.7% | -3.0% | +1,846.7% | +1,812.7% |
| All | +2,396.1% | +14.9% | +2,381.2% | +1,475.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling