+35.1%
AVTR vs XLRE
+14.1%
+21.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.3% | -2.9% | -1.3% |
| 7D | -6.2% | +7.1% | -13.3% | -9.6% |
| 30D | -1.0% | +10.9% | -12.0% | -6.4% |
| 3M | +14.4% | +0.7% | +13.7% | +14.4% |
| 6M | +95.9% | +4.1% | +91.7% | +91.3% |
| YTD | +36.6% | +14.5% | +22.0% | +20.8% |
| 1Y | +35.1% | +14.1% | +21.0% | +20.1% |
| All | +35.1% | +14.1% | +21.0% | +20.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling