+149.7%
XBI vs MUB
+17.2%
+132.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.9% |
| 7D | -4.6% | -0.8% | -3.8% | -3.7% |
| 30D | -2.0% | -2.4% | +0.4% | +0.9% |
| 3M | +17.8% | -2.8% | +20.6% | +21.9% |
| 6M | +23.7% | -2.2% | +25.9% | +27.3% |
| YTD | +28.2% | -1.6% | +29.8% | +31.0% |
| 1Y | +64.0% | 0.0% | +63.9% | +64.4% |
| 3Y | +99.4% | +7.9% | +91.5% | +84.2% |
| 5Y | +19.3% | +1.2% | +18.1% | +16.1% |
| All | +149.7% | +17.2% | +132.5% | +156.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 10y: compounded portfolio wealth divided by compounded MUB 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…
10y analysis · Full analysis span regression · 6 months rolling