+5.9%
GEN vs XLRE
+9.1%
-3.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.4% | -1.8% |
| 7D | -1.2% | -1.2% | 0.0% | -0.6% |
| 30D | +10.1% | -2.8% | +13.0% | +11.6% |
| 3M | +16.1% | -0.2% | +16.3% | +16.5% |
| 6M | +38.9% | +1.9% | +36.9% | +37.3% |
| YTD | +14.4% | +10.6% | +3.9% | +5.4% |
| 1Y | +5.9% | +8.8% | -3.0% | -2.3% |
| All | +5.9% | +9.1% | -3.3% | -2.3% |
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