+83.8%
XLRE vs BURL
+206.3%
-122.5%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.7% | +3.7% | +0.6% |
| 7D | -0.3% | -2.6% | +2.2% | +0.1% |
| 30D | -2.4% | -30.8% | +28.4% | +4.5% |
| 3M | +0.6% | -18.7% | +19.2% | +4.2% |
| 6M | +3.9% | -16.4% | +20.4% | +6.7% |
| YTD | +10.5% | -11.6% | +22.1% | +12.0% |
| 1Y | +8.4% | -12.0% | +20.4% | +9.2% |
| 3Y | +32.8% | +63.6% | -30.8% | +14.1% |
| 5Y | +7.0% | -12.6% | +19.6% | +1.4% |
| 10Y | +83.8% | +206.5% | -122.7% | +36.6% |
| All | +83.8% | +206.3% | -122.5% | +36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded BURL 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling