+126.3%
PAAS vs XLRE
+6.4%
+119.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.1% | +4.8% | +4.5% |
| 7D | +2.6% | -0.7% | +3.4% | +3.2% |
| 30D | +2.5% | -2.2% | +4.7% | +4.0% |
| 3M | +15.1% | -2.6% | +17.7% | +16.8% |
| 6M | -12.1% | +2.6% | -14.6% | -14.0% |
| YTD | +3.1% | +9.3% | -6.2% | -3.9% |
| 1Y | +50.8% | +7.2% | +43.6% | +42.4% |
| 3Y | +259.5% | +31.3% | +228.2% | +190.5% |
| 5Y | +126.3% | +8.1% | +118.2% | +105.0% |
| All | +126.3% | +6.4% | +119.9% | +105.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling