+1,781.2%
XLK vs MUB
+76.3%
+1,704.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +2.3% | -0.3% | +2.6% | +2.5% |
| 30D | -0.1% | -1.5% | +1.5% | +0.8% |
| 3M | +2.1% | -1.9% | +4.1% | +3.2% |
| 6M | +37.2% | -1.7% | +38.9% | +38.5% |
| YTD | +30.8% | -0.8% | +31.6% | +31.5% |
| 1Y | +42.6% | +1.5% | +41.1% | +41.7% |
| 3Y | +121.8% | +8.8% | +113.0% | +112.7% |
| 5Y | +145.7% | +2.0% | +143.7% | +141.7% |
| 10Y | +782.1% | +18.0% | +764.1% | +742.0% |
| All | +1,781.2% | +76.3% | +1,704.9% | +1,543.9% |
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