+613.5%
XEL vs MUB
+76.3%
+537.3%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -1.0% | -0.9% | -0.1% | -0.3% |
| 30D | -1.9% | -1.4% | -0.5% | -0.8% |
| 3M | -1.9% | -2.2% | +0.3% | -0.3% |
| 6M | -7.4% | -1.9% | -5.6% | -6.1% |
| YTD | +4.1% | -0.8% | +4.8% | +4.7% |
| 1Y | +8.0% | +2.7% | +5.3% | +5.9% |
| 3Y | +48.4% | +8.6% | +39.8% | +39.7% |
| 5Y | +27.2% | +2.0% | +25.2% | +25.0% |
| 10Y | +146.8% | +17.9% | +128.9% | +125.0% |
| All | +613.5% | +76.3% | +537.3% | +466.9% |
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