+12.1%
XLRE vs SIRI
+59.1%
-47.0%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.8% |
| 7D | +2.9% | +15.9% | -13.0% | +1.3% |
| 30D | +7.8% | +26.0% | -18.2% | +5.3% |
| 3M | -1.2% | +9.2% | -10.4% | -2.3% |
| 6M | +2.0% | +28.3% | -26.2% | -0.3% |
| YTD | +12.4% | +71.5% | -59.0% | +6.7% |
| 1Y | +12.1% | +55.0% | -42.9% | +8.5% |
| All | +12.1% | +59.1% | -47.0% | +8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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