+45.5%
DAL vs XLRE
+11.5%
+34.0%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.4% | -0.4% |
| 7D | -1.1% | +0.8% | -1.9% | -1.8% |
| 30D | +12.8% | +6.9% | +5.9% | +6.7% |
| 3M | -5.3% | -0.8% | -4.4% | -4.4% |
| 6M | +22.4% | +2.1% | +20.3% | +19.7% |
| YTD | +25.6% | +12.6% | +13.0% | +11.7% |
| 1Y | +45.5% | +12.5% | +33.0% | +29.7% |
| All | +45.5% | +11.5% | +34.0% | +29.7% |
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