-8.1%
PATH vs XLRE
+11.5%
-19.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | -0.1% |
| 7D | -5.3% | +1.9% | -7.2% | -5.1% |
| 30D | -0.5% | +8.5% | -9.0% | +0.3% |
| 3M | -7.1% | -1.0% | -6.2% | -7.7% |
| 6M | +23.8% | 0.0% | +23.8% | +24.5% |
| YTD | -20.7% | +11.7% | -32.4% | -21.6% |
| 1Y | -8.1% | +11.8% | -19.9% | -9.3% |
| All | -8.1% | +11.5% | -19.5% | -9.3% |
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