+2,423.9%
MUU vs XLRE
+6.0%
+2,417.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.8% | -8.5% | -8.6% |
| 7D | +3.6% | -2.7% | +6.3% | +6.1% |
| 30D | +22.3% | -2.3% | +24.7% | +24.9% |
| 3M | -8.2% | -3.5% | -4.7% | -8.9% |
| 6M | +256.3% | +1.9% | +254.5% | +214.9% |
| YTD | +534.4% | +8.3% | +526.1% | +387.3% |
| 1Y | +2,163.5% | +6.4% | +2,157.1% | +1,697.0% |
| All | +2,423.9% | +6.0% | +2,417.8% | +1,836.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling