-6.4%
NU vs XLRE
+7.1%
-13.6%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.9% | -3.5% | -3.1% |
| 7D | -4.9% | -1.2% | -3.7% | -4.3% |
| 30D | +7.8% | -2.4% | +10.2% | +9.2% |
| 3M | +20.9% | -2.5% | +23.4% | +22.1% |
| 6M | +0.9% | +4.0% | -3.1% | -2.0% |
| YTD | -12.7% | +9.3% | -21.9% | -17.1% |
| 1Y | -6.4% | +5.6% | -12.0% | -11.3% |
| All | -6.4% | +7.1% | -13.6% | -11.3% |
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