+320.7%
MUU vs XLRE
+3.9%
+316.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.1% | +6.6% | +3.1% |
| 7D | +15.0% | -0.7% | +15.8% | +13.4% |
| 30D | +36.8% | -2.2% | +39.0% | +30.1% |
| 3M | -8.5% | -2.6% | -5.9% | -11.0% |
| 6M | +320.7% | +2.6% | +318.2% | +273.3% |
| All | +320.7% | +3.9% | +316.8% | +273.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling