-86.4%
HTZ vs XLRE
+7.0%
-93.3%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.0% | +2.2% |
| 7D | +7.5% | -1.2% | +8.7% | +8.9% |
| 30D | +47.4% | -2.8% | +50.2% | +51.7% |
| 3M | -54.9% | -0.2% | -54.7% | -55.2% |
| 6M | -47.0% | +1.9% | -49.0% | -48.4% |
| YTD | -55.3% | +10.6% | -65.8% | -60.6% |
| 1Y | -57.6% | +8.8% | -66.5% | -62.1% |
| 3Y | -86.6% | +31.5% | -118.1% | -90.0% |
| All | -86.4% | +7.0% | -93.3% | -88.0% |
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 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