+2,981.5%
MUU vs XLRE
+9.1%
+2,972.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.7% | +12.3% | +10.7% |
| 7D | +17.4% | -1.2% | +18.6% | +15.8% |
| 30D | +24.0% | -2.8% | +26.8% | +19.5% |
| 3M | -23.9% | -0.2% | -23.7% | -24.3% |
| 6M | +284.4% | +1.9% | +282.5% | +269.5% |
| YTD | +583.7% | +10.6% | +573.1% | +529.5% |
| 1Y | +2,981.5% | +8.8% | +2,972.7% | +2,715.4% |
| All | +2,981.5% | +9.1% | +2,972.3% | +2,715.4% |
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