+163.9%
XLE vs MUB
+21.2%
+142.7%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.5% | +0.5% |
| 7D | -7.9% | +1.0% | -8.9% | -8.6% |
| 30D | -4.8% | +3.9% | -8.7% | -7.5% |
| 3M | +8.4% | -0.4% | +8.7% | +8.6% |
| 6M | +12.7% | -0.6% | +13.2% | +13.0% |
| YTD | +41.3% | +0.4% | +40.9% | +40.4% |
| 1Y | +42.3% | +0.8% | +41.5% | +40.9% |
| 3Y | +65.1% | +11.3% | +53.7% | +48.2% |
| 5Y | +150.2% | +3.4% | +146.8% | +144.6% |
| 10Y | +163.9% | +21.9% | +142.0% | +170.5% |
| All | +163.9% | +21.2% | +142.7% | +170.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling