+2,538.2%
MUU vs XRT
+16.1%
+2,522.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.2% | -0.8% | +0.7% |
| 7D | +13.9% | -0.3% | +14.2% | +14.7% |
| 30D | +24.8% | -5.6% | +30.4% | +36.4% |
| 3M | -15.7% | +2.5% | -18.3% | -25.8% |
| 6M | +338.9% | +3.7% | +335.2% | +272.6% |
| YTD | +563.2% | +1.0% | +562.2% | +492.3% |
| 1Y | +2,577.5% | -1.2% | +2,578.7% | +2,446.1% |
| All | +2,538.2% | +16.1% | +2,522.1% | +1,537.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling