+67.2%
SU vs XLRE
+7.1%
+60.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.1% |
| 7D | +2.2% | -1.2% | +3.4% | +2.1% |
| 30D | +8.4% | -2.4% | +10.8% | +8.2% |
| 3M | +12.1% | -2.5% | +14.6% | +11.8% |
| 6M | +19.7% | +4.0% | +15.7% | +19.2% |
| YTD | +58.4% | +9.3% | +49.1% | +54.0% |
| 1Y | +67.2% | +5.6% | +61.6% | +64.0% |
| All | +67.2% | +7.1% | +60.1% | +64.0% |
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