+25.1%
LIN vs XLRE
+11.7%
+13.4%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +0.3% | -1.2% | +1.5% | +0.7% |
| 30D | +8.0% | +6.4% | +1.7% | +6.0% |
| 3M | +7.7% | +2.0% | +5.7% | +7.1% |
| 6M | +5.1% | +1.8% | +3.3% | +4.5% |
| YTD | +24.7% | +13.2% | +11.5% | +20.0% |
| 1Y | +25.1% | +10.7% | +14.4% | +21.3% |
| All | +25.1% | +11.7% | +13.4% | +21.3% |
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