-22.0%
QID vs XLRE
+14.1%
-36.2%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.3% | -5.1% | -1.8% |
| 7D | +9.8% | +7.1% | +2.7% | +9.9% |
| 30D | +18.9% | +10.9% | +8.0% | +19.6% |
| 3M | +9.6% | +0.7% | +8.9% | +9.5% |
| 6M | -7.8% | +4.1% | -11.9% | -6.9% |
| YTD | -23.3% | +14.5% | -37.8% | -16.7% |
| 1Y | -22.0% | +14.1% | -36.1% | -15.7% |
| All | -22.0% | +14.1% | -36.2% | -15.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling