+719.8%
MU vs IYR
+8.4%
+711.4%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.7% | +6.8% | +5.7% |
| 7D | +9.0% | -1.2% | +10.2% | +8.3% |
| 30D | +13.8% | -2.9% | +16.7% | +11.9% |
| 3M | +2.1% | +0.8% | +1.2% | +1.4% |
| 6M | +153.8% | +1.9% | +152.0% | +147.5% |
| YTD | +256.4% | +9.6% | +246.8% | +240.2% |
| 1Y | +719.8% | +8.1% | +711.7% | +685.9% |
| All | +719.8% | +8.4% | +711.4% | +685.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 IYR 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