+2,683.6%
MUU vs XYL
-18.5%
+2,702.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.1% | +6.6% | +6.9% |
| 7D | +15.0% | +0.8% | +14.2% | +13.0% |
| 30D | +36.8% | -10.8% | +47.6% | +57.9% |
| 3M | -8.5% | -2.5% | -6.0% | -12.6% |
| 6M | +320.7% | -12.2% | +332.9% | +384.3% |
| YTD | +599.7% | -20.1% | +619.8% | +807.6% |
| 1Y | +2,569.2% | -20.6% | +2,589.8% | +3,483.8% |
| All | +2,683.6% | -18.5% | +2,702.0% | +2,905.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling