+103.6%
HAL vs XLRE
+7.1%
+96.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.8% | -2.0% | -2.4% |
| 7D | -3.3% | -2.7% | -0.6% | -1.9% |
| 30D | +7.2% | -2.3% | +9.5% | +8.4% |
| 3M | -8.8% | -3.5% | -5.3% | -7.4% |
| 6M | +3.0% | +1.9% | +1.1% | +1.1% |
| YTD | +29.4% | +8.3% | +21.0% | +22.4% |
| 1Y | +62.8% | +6.4% | +56.4% | +55.6% |
| 3Y | -6.4% | +30.2% | -36.7% | -20.9% |
| 5Y | +103.6% | +8.6% | +95.0% | +92.2% |
| All | +103.6% | +7.1% | +96.5% | +92.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling