+14.1%
XLRE vs IRE
-97.6%
+111.7%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -23.2% | +26.6% | +3.2% |
| 7D | +7.1% | -46.8% | +53.9% | +6.9% |
| 30D | +10.9% | -75.5% | +86.4% | +10.6% |
| 3M | +0.7% | -79.4% | +80.1% | +0.5% |
| 6M | +4.1% | -91.3% | +95.4% | +4.0% |
| YTD | +14.5% | -90.8% | +105.3% | +13.8% |
| 1Y | +14.1% | -97.7% | +111.8% | +14.2% |
| All | +14.1% | -97.6% | +111.7% | +14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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