-27.8%
PINS vs XLRE
+32.7%
-60.5%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.2% |
| 7D | -5.2% | -0.3% | -4.9% | -5.1% |
| 30D | -14.9% | -2.4% | -12.5% | -13.9% |
| 3M | -8.4% | +0.6% | -9.0% | -8.8% |
| 6M | +0.6% | +3.9% | -3.3% | -1.8% |
| YTD | -22.2% | +10.5% | -32.7% | -27.3% |
| 1Y | -46.9% | +8.4% | -55.3% | -49.8% |
| All | -27.8% | +32.7% | -60.5% | -41.5% |
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 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