+953.3%
ASX vs XLRE
+89.0%
+864.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.8% | -1.5% |
| 7D | +5.2% | -1.2% | +6.4% | +5.9% |
| 30D | +0.5% | -2.4% | +2.9% | +1.9% |
| 3M | +8.3% | -2.5% | +10.8% | +9.0% |
| 6M | +82.0% | +4.0% | +78.1% | +75.5% |
| YTD | +147.6% | +9.3% | +138.3% | +131.2% |
| 1Y | +258.8% | +5.6% | +253.3% | +241.6% |
| 3Y | +452.1% | +31.3% | +420.8% | +349.9% |
| 5Y | +441.7% | +9.5% | +432.2% | +395.2% |
| All | +953.3% | +89.0% | +864.2% | +609.2% |
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 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