+46.2%
HAS vs XLRE
+31.7%
+14.5%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.3% | -2.3% |
| 7D | -3.1% | -0.3% | -2.8% | -2.9% |
| 30D | -2.7% | -2.4% | -0.3% | -1.0% |
| 3M | +8.9% | +0.6% | +8.3% | +8.3% |
| 6M | -2.9% | +3.9% | -6.9% | -6.0% |
| YTD | +12.6% | +10.5% | +2.2% | +4.1% |
| 1Y | +17.5% | +8.4% | +9.1% | +10.0% |
| 3Y | +46.2% | +32.8% | +13.4% | +20.6% |
| All | +46.2% | +31.7% | +14.5% | +20.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling