+57.4%
INTC vs XLRE
+14.1%
+43.2%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.3% | -7.1% | -2.2% |
| 7D | -39.0% | +7.1% | -46.1% | -37.1% |
| 30D | -49.8% | +10.9% | -60.8% | -47.8% |
| 3M | -42.2% | +0.7% | -43.0% | -41.3% |
| 6M | -39.2% | +4.1% | -43.3% | -38.6% |
| YTD | +57.9% | +14.5% | +43.4% | +49.9% |
| 1Y | +57.4% | +14.1% | +43.3% | +51.1% |
| All | +57.4% | +14.1% | +43.2% | +51.1% |
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