-1.6%
MDLN vs XLRE
+15.2%
-16.8%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +3.3% | +15.0% | +15.3% |
| 7D | +24.7% | +7.1% | +17.6% | +18.7% |
| 30D | +12.7% | +10.9% | +1.8% | +4.8% |
| 3M | -4.0% | +0.7% | -4.8% | -4.5% |
| 6M | -8.7% | +4.1% | -12.8% | -10.6% |
| YTD | -3.9% | +14.5% | -18.4% | -10.0% |
| All | -1.6% | +15.2% | -16.8% | -7.9% |
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