+504.3%
MUU vs XYZ
+19.9%
+484.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +15.3% | -29.3% | -19.1% |
| 7D | -35.9% | +16.5% | -52.4% | -40.1% |
| 30D | -47.1% | +15.0% | -62.1% | -50.3% |
| 3M | -29.8% | +3.5% | -33.4% | -30.8% |
| 6M | +16.0% | +21.9% | -5.9% | +4.2% |
| YTD | +286.1% | +34.6% | +251.5% | +263.8% |
| 1Y | +504.3% | +20.7% | +483.6% | +496.3% |
| All | +504.3% | +19.9% | +484.5% | +496.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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