+4,211.1%
SNDK vs XLRE
+8.3%
+4,202.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.7% | -4.3% | -4.6% |
| 7D | -10.8% | -1.8% | -9.0% | -9.9% |
| 30D | -5.4% | -4.7% | -0.7% | -2.9% |
| 3M | -21.6% | -4.1% | -17.5% | -21.1% |
| 6M | +134.6% | +3.6% | +130.9% | +110.8% |
| YTD | +553.8% | +8.5% | +545.3% | +437.0% |
| 1Y | +1,701.9% | +5.3% | +1,696.6% | +1,460.1% |
| All | +4,211.1% | +8.3% | +4,202.7% | +3,972.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling