+15.1%
TEAM vs XLRE
+14.1%
+1.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.3% | -3.9% | +0.2% |
| 7D | -13.7% | +7.1% | -20.8% | -12.3% |
| 30D | -3.4% | +10.9% | -14.4% | -1.2% |
| 3M | +72.1% | +0.7% | +71.4% | +72.6% |
| 6M | +103.8% | +4.1% | +99.7% | +109.7% |
| YTD | +17.1% | +14.5% | +2.6% | +21.4% |
| 1Y | +15.1% | +14.1% | +1.0% | +19.5% |
| All | +15.1% | +14.1% | +1.0% | +19.5% |
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