+65.0%
FDX vs XLRE
+14.1%
+50.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.3% | +0.3% | +1.5% |
| 7D | +8.1% | +7.1% | +1.1% | +3.7% |
| 30D | +13.9% | +10.9% | +3.0% | +6.9% |
| 3M | +5.5% | +0.7% | +4.8% | +5.1% |
| 6M | +15.1% | +4.1% | +11.0% | +12.2% |
| YTD | +43.2% | +14.5% | +28.7% | +31.2% |
| 1Y | +65.0% | +14.1% | +50.9% | +51.9% |
| All | +65.0% | +14.1% | +50.9% | +51.9% |
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