+123.4%
ADI vs XLRE
+31.2%
+92.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.9% | +4.0% | +4.3% |
| 7D | +4.6% | -1.2% | +5.7% | +5.4% |
| 30D | -1.2% | -2.4% | +1.2% | +0.4% |
| 3M | -7.8% | -2.5% | -5.3% | -6.9% |
| 6M | +19.3% | +4.0% | +15.4% | +14.5% |
| YTD | +40.9% | +9.3% | +31.6% | +30.0% |
| 1Y | +54.5% | +5.6% | +48.9% | +46.3% |
| 3Y | +123.4% | +31.3% | +92.1% | +77.2% |
| All | +123.4% | +31.2% | +92.2% | +77.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling