-39.2%
PINS vs XLRE
+44.1%
-83.3%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.1% | +0.1% |
| 7D | +1.0% | +0.8% | +0.2% | +0.6% |
| 30D | -12.0% | +6.9% | -18.9% | -14.5% |
| 3M | -17.9% | -0.8% | -17.0% | -17.5% |
| 6M | -1.0% | +2.1% | -3.1% | -2.0% |
| YTD | -26.0% | +12.6% | -38.6% | -31.0% |
| 1Y | -28.5% | +12.5% | -41.0% | -33.2% |
| 3Y | -39.2% | +44.2% | -83.4% | -49.7% |
| All | -39.2% | +44.1% | -83.3% | -49.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling