+49.9%
XLE vs MUB
+0.1%
+49.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.4% | -5.2% | -4.1% |
| 7D | -7.2% | +0.6% | -7.8% | -6.4% |
| 30D | +0.1% | +3.2% | -3.1% | +4.9% |
| 3M | +9.2% | -1.1% | +10.2% | +3.2% |
| 6M | +8.4% | -1.1% | +9.5% | +2.4% |
| YTD | +44.9% | -0.5% | +45.3% | +36.3% |
| 1Y | +49.9% | 0.0% | +49.9% | +40.8% |
| All | +49.9% | +0.1% | +49.8% | +40.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling