+8.1%
XLRE vs IBB
+20.0%
-11.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.7% |
| 7D | -0.7% | -3.9% | +3.2% | +1.1% |
| 30D | -2.2% | +2.7% | -5.0% | -3.7% |
| 3M | -2.6% | +21.4% | -24.0% | -11.8% |
| 6M | +2.6% | +20.1% | -17.5% | -6.9% |
| YTD | +9.3% | +21.9% | -12.6% | -1.9% |
| 1Y | +7.2% | +44.1% | -36.9% | -12.0% |
| 3Y | +31.3% | +63.4% | -32.0% | -1.0% |
| 5Y | +8.1% | +19.8% | -11.6% | -14.9% |
| All | +8.1% | +20.0% | -11.8% | -14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 5y: compounded portfolio wealth divided by compounded IBB 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…
5y analysis · Full analysis span regression · 6 months rolling