-81.0%
QID vs XLRE
+8.4%
-89.5%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.6% | -0.8% |
| 7D | +1.3% | -1.2% | +2.4% | -0.1% |
| 30D | +2.9% | -2.4% | +5.4% | +0.1% |
| 3M | -0.7% | -2.5% | +1.8% | -4.2% |
| 6M | -29.7% | +4.0% | -33.7% | -26.1% |
| YTD | -27.9% | +9.3% | -37.1% | -19.1% |
| 1Y | -34.6% | +5.6% | -40.2% | -29.8% |
| 3Y | -73.5% | +31.3% | -104.8% | -58.6% |
| All | -81.0% | +8.4% | -89.5% | -73.9% |
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