+2,981.5%
MUU vs IYR
+8.4%
+2,973.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.7% | +12.3% | +10.8% |
| 7D | +17.4% | -1.2% | +18.6% | +15.9% |
| 30D | +24.0% | -2.9% | +26.8% | +19.8% |
| 3M | -23.9% | +0.8% | -24.7% | -24.4% |
| 6M | +284.4% | +1.9% | +282.6% | +268.8% |
| YTD | +583.7% | +9.6% | +574.1% | +525.5% |
| 1Y | +2,981.5% | +8.1% | +2,973.4% | +2,756.5% |
| All | +2,981.5% | +8.4% | +2,973.1% | +2,756.5% |
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