+260.6%
SNDU vs XLRE
+6.0%
+254.6%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -0.7% | +24.3% | +21.4% |
| 7D | +35.2% | -1.2% | +36.4% | +31.0% |
| 30D | +50.8% | -2.8% | +53.6% | +36.9% |
| 3M | -43.2% | -0.2% | -43.0% | -42.3% |
| All | +260.6% | +6.0% | +254.6% | +191.2% |
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 · Available span rolling