-48.3%
MUZ vs XLRE
+3.7%
-51.9%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.2% | +3.3% | +10.9% | +1.7% |
| 7D | +47.2% | +7.1% | +40.1% | +16.1% |
| 30D | +57.1% | +10.9% | +46.1% | +10.4% |
| 3M | -5.3% | +0.7% | -6.0% | -3.2% |
| All | -48.3% | +3.7% | -51.9% | -45.8% |
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 · Available span rolling