+985.8%
ASX vs XLRE
+112.9%
+872.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.1% | -2.1% |
| 7D | +12.4% | +0.8% | +11.6% | +11.9% |
| 30D | -19.8% | +6.9% | -26.7% | -23.1% |
| 3M | -10.3% | -0.8% | -9.5% | -9.9% |
| 6M | +1.2% | +2.1% | -0.9% | -1.2% |
| YTD | +123.0% | +12.6% | +110.4% | +104.4% |
| 1Y | +145.4% | +12.5% | +132.9% | +125.0% |
| 3Y | +368.6% | +44.2% | +324.4% | +258.8% |
| 5Y | +486.0% | +9.1% | +476.9% | +437.0% |
| All | +985.8% | +112.9% | +872.8% | +605.0% |
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 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