+174.6%
SMTC vs XLRE
+7.1%
+167.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.9% | +4.2% | +4.9% |
| 7D | +13.1% | -1.2% | +14.2% | +13.3% |
| 30D | +19.5% | -2.4% | +21.9% | +19.8% |
| 3M | +2.2% | -2.5% | +4.7% | +1.1% |
| 6M | +94.9% | +4.0% | +90.9% | +79.1% |
| YTD | +127.0% | +9.3% | +117.7% | +104.2% |
| 1Y | +174.6% | +5.6% | +169.0% | +159.4% |
| All | +174.6% | +7.1% | +167.4% | +159.4% |
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