+4,404.4%
DELL vs XLRE
+89.0%
+4,315.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.9% | +11.1% | +11.5% |
| 7D | +8.2% | -1.2% | +9.4% | +9.0% |
| 30D | +17.1% | -2.4% | +19.5% | +18.8% |
| 3M | +45.2% | -2.5% | +47.7% | +46.5% |
| 6M | +286.8% | +4.0% | +282.8% | +272.9% |
| YTD | +354.8% | +9.3% | +345.5% | +325.5% |
| 1Y | +358.3% | +5.6% | +352.7% | +337.6% |
| 3Y | +724.9% | +31.3% | +693.6% | +575.4% |
| 5Y | +1,193.7% | +9.5% | +1,184.1% | +1,081.5% |
| All | +4,404.4% | +89.0% | +4,315.4% | +2,885.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling