+60.8%
LIN vs XLRE
+8.1%
+52.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.9% | -1.9% |
| 7D | -3.5% | -0.3% | -3.1% | -3.3% |
| 30D | -4.1% | -2.4% | -1.7% | -2.9% |
| 3M | -6.4% | +0.6% | -7.0% | -6.8% |
| 6M | -2.4% | +3.9% | -6.4% | -4.7% |
| YTD | +10.9% | +10.5% | +0.4% | +4.7% |
| 1Y | 0.0% | +8.4% | -8.4% | -4.6% |
| 3Y | +25.8% | +32.8% | -7.0% | +5.9% |
| 5Y | +60.8% | +7.0% | +53.8% | +51.4% |
| All | +60.8% | +8.1% | +52.8% | +51.4% |
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