+14.7%
GTLB vs XLRE
+9.1%
+5.5%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.8% | +0.9% |
| 7D | +11.1% | -1.2% | +12.3% | +10.8% |
| 30D | +37.8% | -2.8% | +40.6% | +37.0% |
| 3M | +61.6% | -0.2% | +61.8% | +62.0% |
| 6M | +98.9% | +1.9% | +97.0% | +96.6% |
| YTD | +32.8% | +10.6% | +22.2% | +31.9% |
| 1Y | +14.7% | +8.8% | +5.8% | +14.1% |
| All | +14.7% | +9.1% | +5.5% | +14.1% |
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 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