+2,684.0%
SNDK vs XLRE
+9.1%
+2,674.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.7% | +12.6% | +11.4% |
| 7D | +17.2% | -1.2% | +18.4% | +16.3% |
| 30D | +28.8% | -2.8% | +31.7% | +26.2% |
| 3M | -1.1% | -0.2% | -0.9% | -2.2% |
| 6M | +190.5% | +1.9% | +188.5% | +177.9% |
| YTD | +633.0% | +10.6% | +622.4% | +550.4% |
| 1Y | +2,684.0% | +8.8% | +2,675.2% | +2,365.2% |
| All | +2,684.0% | +9.1% | +2,674.9% | +2,365.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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