+30.2%
XLRE vs URA
+107.9%
-77.7%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.0% | +3.1% | -0.6% |
| 7D | -2.7% | -1.5% | -1.2% | -2.6% |
| 30D | -2.3% | -0.4% | -2.0% | -2.4% |
| 3M | -3.5% | +6.3% | -9.7% | -3.9% |
| 6M | +1.9% | -14.0% | +15.8% | +2.6% |
| YTD | +8.3% | +5.3% | +3.0% | +7.1% |
| 1Y | +6.4% | +11.7% | -5.3% | +3.9% |
| All | +30.2% | +107.9% | -77.7% | +15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 3y: compounded portfolio wealth divided by compounded URA 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…
3y analysis · Full analysis span regression · 6 months rolling