+523.5%
ASX vs XLRE
+9.4%
+514.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | 0.0% | +6.6% | +6.6% |
| 7D | +0.8% | -1.2% | +2.0% | +1.8% |
| 30D | -20.4% | +6.4% | -26.8% | -23.3% |
| 3M | -2.1% | +2.0% | -4.2% | -3.3% |
| 6M | +8.2% | +1.8% | +6.4% | +5.9% |
| YTD | +137.3% | +13.2% | +124.1% | +116.2% |
| 1Y | +155.0% | +10.7% | +144.3% | +135.8% |
| 3Y | +397.9% | +43.7% | +354.2% | +272.3% |
| All | +523.5% | +9.4% | +514.1% | +477.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling