+1,843.7%
MUU vs XLRE
+7.1%
+1,836.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | +0.1% |
| 7D | -8.2% | -1.2% | -7.1% | -9.7% |
| 30D | +10.2% | -2.4% | +12.6% | +6.6% |
| 3M | -26.5% | -2.5% | -24.0% | -27.9% |
| 6M | +227.2% | +4.0% | +223.2% | +213.3% |
| YTD | +527.4% | +9.3% | +518.1% | +496.8% |
| 1Y | +1,843.7% | +5.6% | +1,838.1% | +1,828.4% |
| All | +1,843.7% | +7.1% | +1,836.5% | +1,828.4% |
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