+183.7%
TECH vs XLRE
+89.0%
+94.6%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.5% |
| 7D | -0.4% | -1.2% | +0.7% | +0.3% |
| 30D | 0.0% | -2.4% | +2.4% | +1.5% |
| 3M | +33.7% | -2.5% | +36.1% | +35.5% |
| 6M | +34.9% | +4.0% | +30.9% | +30.6% |
| YTD | +23.2% | +9.3% | +13.9% | +15.2% |
| 1Y | +36.3% | +5.6% | +30.7% | +30.6% |
| 3Y | +2.3% | +31.3% | -29.0% | -13.8% |
| 5Y | -42.9% | +9.5% | -52.4% | -46.5% |
| All | +183.7% | +89.0% | +94.6% | +110.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling