+61.9%
EBAY vs XLRE
+8.4%
+53.5%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.7% | +2.0% |
| 7D | +4.2% | -1.2% | +5.4% | +5.0% |
| 30D | +5.6% | -2.4% | +8.0% | +7.3% |
| 3M | -1.4% | -2.5% | +1.1% | +0.1% |
| 6M | +18.2% | +4.0% | +14.2% | +14.8% |
| YTD | +24.8% | +9.3% | +15.6% | +16.9% |
| 1Y | +18.0% | +5.6% | +12.4% | +12.9% |
| 3Y | +160.3% | +31.3% | +129.0% | +109.7% |
| All | +61.9% | +8.4% | +53.5% | +47.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling