+88.2%
XLRE vs HRB
+209.1%
-120.9%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.3% | +0.7% |
| 7D | -1.2% | -8.0% | +6.9% | +0.6% |
| 30D | -2.4% | -16.0% | +13.6% | +1.2% |
| 3M | -2.5% | +26.9% | -29.4% | -8.1% |
| 6M | +4.0% | +51.1% | -47.2% | -6.7% |
| YTD | +9.3% | +7.1% | +2.2% | +5.9% |
| 1Y | +5.6% | -9.6% | +15.2% | +6.4% |
| 3Y | +31.3% | +25.4% | +5.9% | +19.5% |
| 5Y | +9.5% | +114.9% | -105.4% | -14.8% |
| All | +88.2% | +209.1% | -120.9% | +26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling