+34.5%
BBY vs XLRE
+14.1%
+20.4%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +3.3% | +4.7% | +5.3% |
| 7D | +4.5% | +7.1% | -2.6% | -0.6% |
| 30D | +16.0% | +10.9% | +5.0% | +7.8% |
| 3M | +18.6% | +0.7% | +17.9% | +17.5% |
| 6M | +80.1% | +4.1% | +75.9% | +74.2% |
| YTD | +57.4% | +14.5% | +42.9% | +36.6% |
| 1Y | +34.5% | +14.1% | +20.4% | +17.4% |
| All | +34.5% | +14.1% | +20.4% | +17.4% |
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