+445.9%
ASX vs XLRE
+31.7%
+414.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.1% | +6.1% | +6.1% |
| 7D | +6.3% | -0.3% | +6.6% | +6.4% |
| 30D | +6.4% | -2.4% | +8.8% | +7.4% |
| 3M | +13.1% | +0.6% | +12.6% | +11.7% |
| 6M | +90.3% | +3.9% | +86.3% | +84.1% |
| YTD | +149.6% | +10.5% | +139.1% | +133.8% |
| 1Y | +249.2% | +8.4% | +240.8% | +229.5% |
| 3Y | +445.9% | +32.8% | +413.1% | +352.6% |
| All | +445.9% | +31.7% | +414.2% | +352.6% |
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