-9.8%
GDDY vs XLRE
+11.7%
-21.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.8% | +3.3% | +2.9% |
| 7D | +13.4% | +2.9% | +10.6% | +11.0% |
| 30D | +22.3% | +7.8% | +14.6% | +15.6% |
| 3M | +30.9% | -1.2% | +32.1% | +31.8% |
| 6M | +37.3% | +2.0% | +35.3% | +37.2% |
| YTD | -3.2% | +12.4% | -15.6% | -5.9% |
| 1Y | -9.8% | +12.1% | -21.8% | -12.0% |
| All | -9.8% | +11.7% | -21.4% | -12.0% |
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