+146.9%
SMTC vs XLRE
+9.1%
+137.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.7% | +9.9% | +9.4% |
| 7D | +12.7% | -1.2% | +14.0% | +13.0% |
| 30D | +22.0% | -2.8% | +24.8% | +22.6% |
| 3M | -12.7% | -0.2% | -12.5% | -15.1% |
| 6M | +64.8% | +1.9% | +62.8% | +53.9% |
| YTD | +100.7% | +10.6% | +90.1% | +81.5% |
| 1Y | +146.9% | +8.8% | +138.1% | +124.8% |
| All | +146.9% | +9.1% | +137.7% | +124.8% |
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