+19.8%
XBI vs MUB
+0.7%
+19.1%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -0.2% |
| 7D | -4.6% | -1.2% | -3.4% | -2.4% |
| 30D | -0.8% | -2.8% | +2.0% | +4.5% |
| 3M | +21.8% | -3.1% | +24.9% | +29.1% |
| 6M | +23.2% | -2.9% | +26.0% | +30.2% |
| YTD | +28.7% | -2.0% | +30.8% | +34.1% |
| 1Y | +67.8% | 0.0% | +67.8% | +68.9% |
| 3Y | +100.6% | +7.4% | +93.2% | +76.0% |
| 5Y | +19.8% | +0.8% | +19.0% | +5.5% |
| All | +19.8% | +0.7% | +19.1% | +5.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling