+808.3%
XBI vs MUB
+76.3%
+732.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -0.9% | -0.3% | -0.6% | -0.7% |
| 30D | +2.9% | -1.5% | +4.4% | +3.8% |
| 3M | +26.2% | -1.9% | +28.1% | +27.6% |
| 6M | +30.7% | -1.7% | +32.4% | +32.1% |
| YTD | +32.9% | -0.8% | +33.7% | +33.7% |
| 1Y | +72.3% | +1.5% | +70.8% | +71.2% |
| 3Y | +107.2% | +8.8% | +98.4% | +99.4% |
| 5Y | +23.2% | +2.0% | +21.2% | +20.9% |
| 10Y | +158.5% | +18.0% | +140.6% | +150.4% |
| All | +808.3% | +76.3% | +732.0% | +680.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling