+2,683.6%
MUU vs XRT
+14.2%
+2,669.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.6% | +7.1% | +8.3% |
| 7D | +15.0% | -2.4% | +17.4% | +19.9% |
| 30D | +36.8% | -6.9% | +43.8% | +52.8% |
| 3M | -8.5% | -0.4% | -8.1% | -14.9% |
| 6M | +320.7% | +2.2% | +318.5% | +264.8% |
| YTD | +599.7% | -0.7% | +600.4% | +541.5% |
| 1Y | +2,569.2% | -2.0% | +2,571.2% | +2,456.5% |
| All | +2,683.6% | +14.2% | +2,669.3% | +1,673.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling