-34.0%
HDB vs XLRE
+7.1%
-41.2%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +0.9% | +6.0% | +6.4% |
| 7D | +0.7% | -1.2% | +1.9% | +1.3% |
| 30D | +1.0% | -2.4% | +3.4% | +2.4% |
| 3M | -2.0% | -2.5% | +0.5% | -0.7% |
| 6M | -18.1% | +4.0% | -22.1% | -20.4% |
| YTD | -36.1% | +9.3% | -45.4% | -38.7% |
| 1Y | -34.0% | +5.6% | -39.6% | -37.4% |
| All | -34.0% | +7.1% | -41.2% | -37.4% |
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