+215.4%
PAAS vs XLRE
+87.4%
+128.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.8% | -3.4% | -3.8% |
| 7D | -3.7% | -2.7% | -1.0% | -2.2% |
| 30D | -1.9% | -2.3% | +0.5% | -0.6% |
| 3M | +15.1% | -3.5% | +18.5% | +17.1% |
| 6M | -17.1% | +1.9% | -19.0% | -18.1% |
| YTD | -1.3% | +8.3% | -9.7% | -6.0% |
| 1Y | +41.1% | +6.4% | +34.7% | +35.7% |
| 3Y | +244.2% | +30.2% | +214.0% | +196.2% |
| 5Y | +120.8% | +8.6% | +112.2% | +107.0% |
| All | +215.4% | +87.4% | +128.0% | +130.6% |
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