+23.2%
XBI vs MUB
-3.0%
+26.2%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | +0.9% |
| 7D | -4.6% | -1.2% | -3.4% | -0.4% |
| 30D | -0.8% | -2.8% | +2.0% | +9.3% |
| 3M | +21.8% | -3.1% | +24.9% | +35.7% |
| 6M | +23.2% | -2.9% | +26.0% | +36.3% |
| All | +23.2% | -3.0% | +26.2% | +36.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling