+4,437.1%
SNDK vs XLRE
+9.1%
+4,428.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.9% | -4.4% | -4.0% |
| 7D | -6.1% | -1.2% | -5.0% | -5.5% |
| 30D | +21.5% | -2.4% | +23.9% | +23.1% |
| 3M | -13.2% | -2.5% | -10.7% | -13.9% |
| 6M | +149.2% | +4.0% | +145.2% | +124.4% |
| YTD | +588.1% | +9.3% | +578.8% | +462.8% |
| 1Y | +1,837.5% | +5.6% | +1,832.0% | +1,584.4% |
| All | +4,437.1% | +9.1% | +4,428.0% | +4,168.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling