+433.2%
SNDK vs XLRE
+14.1%
+419.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +3.3% | -11.2% | -3.8% |
| 7D | -26.2% | +7.1% | -33.2% | -19.4% |
| 30D | -39.1% | +10.9% | -50.1% | -31.0% |
| 3M | -27.3% | +0.7% | -28.1% | -25.1% |
| 6M | -17.4% | +4.1% | -21.5% | -12.8% |
| YTD | +337.0% | +14.5% | +322.5% | +309.4% |
| 1Y | +433.2% | +14.1% | +419.1% | +409.8% |
| All | +433.2% | +14.1% | +419.0% | +409.8% |
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