-55.3%
PODD vs XLRE
+8.4%
-63.7%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.9% | -2.9% | -2.8% |
| 7D | -10.5% | -1.2% | -9.4% | -9.6% |
| 30D | -9.0% | -2.4% | -6.6% | -7.2% |
| 3M | -11.5% | -2.5% | -9.1% | -9.6% |
| 6M | -44.7% | +4.0% | -48.7% | -46.6% |
| YTD | -53.6% | +9.3% | -62.9% | -57.1% |
| 1Y | -61.0% | +5.6% | -66.5% | -62.9% |
| 3Y | -24.7% | +31.3% | -56.0% | -42.0% |
| All | -55.3% | +8.4% | -63.7% | -56.5% |
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 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