+13.7%
DOCU vs XLRE
+14.1%
-0.4%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.3% | -3.1% | 0.0% |
| 7D | -3.7% | +7.1% | -10.8% | -4.0% |
| 30D | +15.0% | +10.9% | +4.0% | +14.3% |
| 3M | +39.9% | +0.7% | +39.2% | +40.4% |
| 6M | +66.2% | +4.1% | +62.0% | +68.8% |
| YTD | +17.7% | +14.5% | +3.2% | +17.2% |
| 1Y | +13.7% | +14.1% | -0.4% | +13.7% |
| All | +13.7% | +14.1% | -0.4% | +13.7% |
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