+11.8%
XLRE vs BRKR
+53.7%
-41.8%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.6% | -6.3% | -0.8% |
| 7D | +1.9% | +7.4% | -5.5% | +1.8% |
| 30D | +8.5% | +2.7% | +5.8% | +8.3% |
| 3M | -1.0% | +19.7% | -20.7% | -1.4% |
| 6M | 0.0% | +45.2% | -45.1% | -2.2% |
| YTD | +11.7% | +30.6% | -18.9% | +7.7% |
| 1Y | +11.8% | +56.6% | -44.8% | +3.7% |
| All | +11.8% | +53.7% | -41.8% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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