+31.3%
XLRE vs UUUU
+74.5%
-43.2%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.0% | +5.8% | +0.9% |
| 7D | -1.2% | -10.5% | +9.3% | -1.0% |
| 30D | -2.4% | -10.5% | +8.1% | -2.3% |
| 3M | -2.5% | -14.1% | +11.6% | -2.3% |
| 6M | +4.0% | -35.5% | +39.4% | +4.5% |
| YTD | +9.3% | -10.9% | +20.2% | +8.8% |
| 1Y | +5.6% | +3.4% | +2.2% | +4.3% |
| 3Y | +31.3% | +73.1% | -41.8% | +24.4% |
| All | +31.3% | +74.5% | -43.2% | +24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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