+37.6%
TECH vs XLRE
+9.1%
+28.5%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.3% |
| 7D | +0.1% | -1.2% | +1.3% | +0.7% |
| 30D | +0.7% | -2.8% | +3.5% | +2.0% |
| 3M | +36.3% | -0.2% | +36.5% | +35.9% |
| 6M | +25.6% | +1.9% | +23.6% | +23.4% |
| YTD | +23.7% | +10.6% | +13.1% | +11.3% |
| 1Y | +37.6% | +8.8% | +28.8% | +25.0% |
| All | +37.6% | +9.1% | +28.5% | +25.0% |
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