+743.4%
AXTI vs XLRE
+8.4%
+734.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.5% |
| 7D | +5.1% | -1.2% | +6.2% | +5.9% |
| 30D | -17.5% | -2.4% | -15.1% | -16.3% |
| 3M | -26.7% | -2.5% | -24.2% | -26.7% |
| 6M | +36.8% | +4.0% | +32.8% | +28.7% |
| YTD | +296.1% | +9.3% | +286.9% | +257.2% |
| 1Y | +1,810.6% | +5.6% | +1,805.0% | +1,667.3% |
| 3Y | +2,587.6% | +31.3% | +2,556.3% | +1,957.1% |
| All | +743.4% | +8.4% | +734.9% | +673.0% |
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