+358.3%
DELL vs XLRE
+7.1%
+351.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.9% | +11.1% | +12.1% |
| 7D | +8.2% | -1.2% | +9.4% | +7.8% |
| 30D | +17.1% | -2.4% | +19.5% | +16.3% |
| 3M | +45.2% | -2.5% | +47.7% | +43.7% |
| 6M | +286.8% | +4.0% | +282.8% | +269.6% |
| YTD | +354.8% | +9.3% | +345.5% | +325.7% |
| 1Y | +358.3% | +5.6% | +352.7% | +328.5% |
| All | +358.3% | +7.1% | +351.1% | +328.5% |
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