+5.5%
URI vs XLRE
+9.1%
-3.6%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +2.1% |
| 7D | -2.0% | -1.2% | -0.7% | -1.2% |
| 30D | -12.9% | -2.8% | -10.1% | -11.4% |
| 3M | -6.7% | -0.2% | -6.5% | -7.4% |
| 6M | +19.0% | +1.9% | +17.0% | +15.9% |
| YTD | +25.5% | +10.6% | +15.0% | +14.5% |
| 1Y | +5.5% | +8.8% | -3.3% | -3.6% |
| All | +5.5% | +9.1% | -3.6% | -3.6% |
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