+41.1%
PAAS vs XLRE
+6.3%
+34.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.8% | -3.4% | -3.8% |
| 7D | -3.7% | -2.7% | -1.0% | -2.3% |
| 30D | -1.9% | -2.3% | +0.5% | -0.7% |
| 3M | +15.1% | -3.5% | +18.5% | +16.9% |
| 6M | -17.1% | +1.9% | -19.0% | -19.3% |
| YTD | -1.3% | +8.3% | -9.7% | -7.0% |
| 1Y | +41.1% | +6.4% | +34.7% | +32.5% |
| All | +41.1% | +6.3% | +34.8% | +32.5% |
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