+780.0%
NOW vs XLRE
+87.4%
+692.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.9% | +0.6% |
| 7D | -9.9% | -2.7% | -7.2% | -8.1% |
| 30D | +2.8% | -2.3% | +5.2% | +4.6% |
| 3M | +23.7% | -3.5% | +27.1% | +27.2% |
| 6M | +12.5% | +1.9% | +10.6% | +10.2% |
| YTD | -14.4% | +8.3% | -22.7% | -20.3% |
| 1Y | -29.0% | +6.4% | -35.4% | -33.1% |
| 3Y | +9.3% | +30.2% | -20.9% | -13.8% |
| 5Y | +1.2% | +8.6% | -7.4% | -6.8% |
| All | +780.0% | +87.4% | +692.6% | +479.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling