+945.5%
HOOD vs XLRE
+30.1%
+915.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.9% | -0.9% |
| 7D | -9.1% | -2.7% | -6.4% | -6.7% |
| 30D | +20.1% | -2.3% | +22.4% | +23.1% |
| 3M | +31.2% | -3.5% | +34.7% | +34.7% |
| 6M | +44.3% | +1.9% | +42.5% | +39.8% |
| YTD | +0.2% | +8.3% | -8.1% | -8.8% |
| 1Y | -3.5% | +6.4% | -9.9% | -10.6% |
| All | +945.5% | +30.1% | +915.4% | +707.0% |
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