+13.8%
AVTR vs XLRE
+7.1%
+6.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.3% | -1.3% |
| 7D | -1.1% | -1.2% | +0.1% | 0.0% |
| 30D | +6.3% | -2.4% | +8.7% | +8.7% |
| 3M | +53.3% | -2.5% | +55.8% | +56.6% |
| 6M | +78.6% | +4.0% | +74.7% | +67.6% |
| YTD | +29.2% | +9.3% | +20.0% | +8.8% |
| 1Y | +13.8% | +5.6% | +8.2% | +5.7% |
| All | +13.8% | +7.1% | +6.7% | +5.7% |
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