-24.7%
PODD vs XLRE
+31.2%
-55.9%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.9% | -2.9% | -2.6% |
| 7D | -10.5% | -1.2% | -9.4% | -9.8% |
| 30D | -9.0% | -2.4% | -6.6% | -7.5% |
| 3M | -11.5% | -2.5% | -9.1% | -9.9% |
| 6M | -44.7% | +4.0% | -48.7% | -46.2% |
| YTD | -53.6% | +9.3% | -62.9% | -56.5% |
| 1Y | -61.0% | +5.6% | -66.5% | -62.5% |
| 3Y | -24.7% | +31.3% | -56.0% | -40.2% |
| All | -24.7% | +31.2% | -55.9% | -40.2% |
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