-16.1%
TEAM vs XLRE
+30.1%
-46.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.9% | +1.5% |
| 7D | -7.8% | -2.7% | -5.0% | -6.2% |
| 30D | +16.5% | -2.3% | +18.9% | +18.2% |
| 3M | +96.2% | -3.5% | +99.6% | +101.0% |
| 6M | +130.2% | +1.9% | +128.3% | +126.2% |
| YTD | +10.7% | +8.3% | +2.4% | +3.1% |
| 1Y | +3.0% | +6.4% | -3.4% | -2.8% |
| All | -16.1% | +30.1% | -46.2% | -33.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling