+1,272.2%
MUU vs XRT
+23.7%
+1,248.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.4% | -5.7% | -5.9% |
| 7D | +24.7% | +1.7% | +22.9% | +22.0% |
| 30D | -35.1% | +7.5% | -42.6% | -43.3% |
| 3M | -44.3% | +2.2% | -46.4% | -47.8% |
| 6M | -44.4% | +14.7% | -59.1% | -60.6% |
| YTD | +244.9% | +7.5% | +237.4% | +171.9% |
| 1Y | +365.6% | +14.1% | +351.5% | +221.9% |
| All | +1,272.2% | +23.7% | +1,248.6% | +651.6% |
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