+289.3%
INTC vs XLRE
+9.1%
+280.1%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.7% | +5.2% | +4.3% |
| 7D | +7.1% | -1.2% | +8.3% | +6.7% |
| 30D | -5.2% | -2.8% | -2.4% | -6.1% |
| 3M | -14.3% | -0.2% | -14.1% | -15.2% |
| 6M | +110.2% | +1.9% | +108.2% | +100.8% |
| YTD | +159.6% | +10.6% | +149.1% | +151.1% |
| 1Y | +289.3% | +8.8% | +280.4% | +277.7% |
| All | +289.3% | +9.1% | +280.1% | +277.7% |
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