+2,981.5%
MUU vs XYZ
+9.3%
+2,972.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.7% | +12.3% | +12.0% |
| 7D | +17.4% | -1.0% | +18.3% | +17.9% |
| 30D | +24.0% | -1.7% | +25.7% | +24.8% |
| 3M | -23.9% | +16.7% | -40.6% | -30.5% |
| 6M | +284.4% | +26.9% | +257.6% | +239.9% |
| YTD | +583.7% | +27.1% | +556.6% | +538.8% |
| 1Y | +2,981.5% | +9.3% | +2,972.2% | +3,360.1% |
| All | +2,981.5% | +9.3% | +2,972.2% | +3,360.1% |
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