-30.1%
GDDY vs XLRE
+9.1%
-39.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.5% | -1.7% |
| 7D | +3.7% | -1.2% | +4.9% | +4.6% |
| 30D | +10.4% | -2.8% | +13.2% | +12.7% |
| 3M | +19.4% | -0.2% | +19.6% | +21.0% |
| 6M | +14.3% | +1.9% | +12.3% | +14.6% |
| YTD | -18.4% | +10.6% | -28.9% | -20.6% |
| 1Y | -30.1% | +8.8% | -38.9% | -31.7% |
| All | -30.1% | +9.1% | -39.2% | -31.7% |
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