+504.3%
MUU vs XLRE
+14.1%
+490.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +3.3% | -17.3% | -7.5% |
| 7D | -35.9% | +7.1% | -43.0% | -26.0% |
| 30D | -47.1% | +10.9% | -58.1% | -35.1% |
| 3M | -29.8% | +0.7% | -30.6% | -26.6% |
| 6M | +16.0% | +4.1% | +11.9% | +29.7% |
| YTD | +286.1% | +14.5% | +271.6% | +324.0% |
| 1Y | +504.3% | +14.1% | +490.2% | +569.0% |
| All | +504.3% | +14.1% | +490.2% | +569.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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