+65.2%
HAS vs XLRE
+14.1%
+51.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.3% | -0.3% | +0.9% |
| 7D | +2.4% | +7.1% | -4.7% | -2.0% |
| 30D | +31.6% | +10.9% | +20.7% | +23.4% |
| 3M | +33.9% | +0.7% | +33.1% | +32.9% |
| 6M | +31.4% | +4.1% | +27.3% | +27.7% |
| YTD | +51.6% | +14.5% | +37.1% | +39.5% |
| 1Y | +65.2% | +14.1% | +51.1% | +52.3% |
| All | +65.2% | +14.1% | +51.1% | +52.3% |
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