+13.5%
AVTR vs XLRE
+9.1%
+4.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -0.8% |
| 7D | +2.7% | -1.2% | +3.9% | +3.9% |
| 30D | +12.1% | -2.8% | +14.9% | +15.0% |
| 3M | +57.2% | -0.2% | +57.4% | +56.6% |
| 6M | +73.1% | +1.9% | +71.1% | +68.3% |
| YTD | +30.6% | +10.6% | +20.1% | +8.7% |
| 1Y | +13.5% | +8.8% | +4.7% | +0.2% |
| All | +13.5% | +9.1% | +4.4% | +0.2% |
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 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