+595.3%
THC vs XLRE
+111.8%
+483.4%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.2% |
| 7D | -2.6% | -0.3% | -2.2% | -2.2% |
| 30D | -1.2% | -2.4% | +1.2% | +1.5% |
| 3M | +58.9% | +0.6% | +58.3% | +58.5% |
| 6M | +9.3% | +3.9% | +5.4% | +4.6% |
| YTD | +30.4% | +10.5% | +19.9% | +16.2% |
| 1Y | +34.6% | +8.4% | +26.2% | +22.5% |
| 3Y | +246.7% | +32.8% | +213.9% | +145.5% |
| 5Y | +244.5% | +7.0% | +237.5% | +215.5% |
| 10Y | +950.1% | +83.8% | +866.3% | +458.3% |
| All | +595.3% | +111.8% | +483.4% | +235.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling