+1,397.6%
MUU vs XRT
+25.4%
+1,372.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | -0.1% | +24.2% | +24.3% |
| 7D | -2.5% | -1.4% | -1.1% | +1.7% |
| 30D | -39.7% | +9.8% | -49.5% | -49.0% |
| 3M | -27.4% | +3.3% | -30.7% | -33.0% |
| 6M | -38.4% | +13.6% | -52.0% | -55.2% |
| YTD | +276.4% | +9.1% | +267.4% | +190.5% |
| 1Y | +390.7% | +15.1% | +375.7% | +237.6% |
| All | +1,397.6% | +25.4% | +1,372.2% | +703.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling