+8,378.1%
AMD vs XLRE
+87.4%
+8,290.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.8% | -2.5% | -2.7% |
| 7D | +10.4% | -2.7% | +13.1% | +12.6% |
| 30D | +6.2% | -2.3% | +8.5% | +8.0% |
| 3M | +11.3% | -3.5% | +14.8% | +13.1% |
| 6M | +147.8% | +1.9% | +145.9% | +141.0% |
| YTD | +135.2% | +8.3% | +126.8% | +117.3% |
| 1Y | +215.7% | +6.4% | +209.3% | +194.6% |
| 3Y | +374.7% | +30.2% | +344.5% | +269.8% |
| 5Y | +378.7% | +8.6% | +370.1% | +337.5% |
| All | +8,378.1% | +87.4% | +8,290.7% | +5,331.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling