+2,981.5%
MUU vs XYL
-23.4%
+3,004.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -2.0% | +13.6% | +13.4% |
| 7D | +17.4% | -5.0% | +22.4% | +22.6% |
| 30D | +24.0% | -13.2% | +37.2% | +40.2% |
| 3M | -23.9% | -3.7% | -20.2% | -29.0% |
| 6M | +284.4% | -17.7% | +302.1% | +354.6% |
| YTD | +583.7% | -21.5% | +605.2% | +695.4% |
| 1Y | +2,981.5% | -24.5% | +3,006.0% | +3,953.4% |
| All | +2,981.5% | -23.4% | +3,004.9% | +3,953.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XYL.
Daily Out/Under-Performance
Portfolio return minus XYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYL 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 1y: compounded portfolio wealth divided by compounded XYL 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…
1y analysis · Full analysis span regression · 6 months rolling