+24.8%
USAR vs XLRE
+9.1%
+15.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.3% | -0.4% |
| 7D | -2.1% | -1.2% | -0.9% | -1.9% |
| 30D | +2.6% | -2.8% | +5.4% | +3.0% |
| 3M | -35.0% | -0.2% | -34.8% | -36.6% |
| 6M | -6.9% | +1.9% | -8.8% | -13.8% |
| YTD | +48.0% | +10.6% | +37.4% | +27.1% |
| 1Y | +24.8% | +8.8% | +16.0% | +16.5% |
| All | +24.8% | +9.1% | +15.7% | +16.5% |
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 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