+2,538.2%
MUU vs XYZ
+19.2%
+2,519.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.2% | +0.2% | -0.8% |
| 7D | +13.9% | +2.9% | +11.1% | +11.6% |
| 30D | +24.8% | +1.4% | +23.4% | +23.2% |
| 3M | -15.7% | +14.6% | -30.3% | -24.8% |
| 6M | +338.9% | +20.8% | +318.1% | +279.9% |
| YTD | +563.2% | +23.1% | +540.1% | +458.6% |
| 1Y | +2,577.5% | +5.6% | +2,571.9% | +2,433.9% |
| All | +2,538.2% | +19.2% | +2,519.1% | +2,122.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling