+220.0%
SIMO vs XLRE
+9.1%
+210.9%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -0.7% | +9.4% | +8.3% |
| 7D | +4.2% | -1.2% | +5.5% | +3.6% |
| 30D | +4.1% | -2.8% | +6.9% | +2.4% |
| 3M | -12.9% | -0.2% | -12.7% | -13.9% |
| 6M | +110.3% | +1.9% | +108.4% | +103.8% |
| YTD | +178.6% | +10.6% | +168.0% | +159.3% |
| 1Y | +220.0% | +8.8% | +211.2% | +200.5% |
| All | +220.0% | +9.1% | +210.9% | +200.5% |
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 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