+370.4%
PODD vs XLRE
+109.5%
+260.9%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.1% | -1.9% | -2.3% |
| 7D | -6.9% | -0.7% | -6.2% | -6.4% |
| 30D | -3.5% | -2.2% | -1.2% | -2.0% |
| 3M | -13.6% | -2.6% | -11.0% | -12.0% |
| 6M | -42.6% | +2.6% | -45.2% | -43.6% |
| YTD | -51.5% | +9.3% | -60.7% | -54.4% |
| 1Y | -60.9% | +7.2% | -68.1% | -62.8% |
| 3Y | -19.8% | +31.3% | -51.1% | -33.6% |
| 5Y | -54.4% | +8.1% | -62.5% | -56.9% |
| 10Y | +236.1% | +88.9% | +147.1% | +128.9% |
| All | +370.4% | +109.5% | +260.9% | +198.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling