+49.3%
MOH vs XLRE
+14.1%
+35.1%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +3.3% | +5.6% | +7.3% |
| 7D | +14.3% | +7.1% | +7.2% | +11.1% |
| 30D | +16.7% | +10.9% | +5.7% | +12.0% |
| 3M | +18.3% | +0.7% | +17.6% | +17.0% |
| 6M | +15.8% | +4.1% | +11.7% | +13.8% |
| YTD | +30.5% | +14.5% | +16.0% | +22.4% |
| 1Y | +49.3% | +14.1% | +35.2% | +41.2% |
| All | +49.3% | +14.1% | +35.1% | +41.2% |
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