+432.9%
SNXX vs XLRE
+8.0%
+424.9%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.7% | +24.1% | +21.2% |
| 7D | +34.9% | -1.2% | +36.1% | +30.7% |
| 30D | +52.5% | -2.8% | +55.4% | +38.5% |
| 3M | -41.3% | -0.2% | -41.1% | -39.0% |
| 6M | +293.8% | +1.9% | +291.8% | +222.5% |
| All | +432.9% | +8.0% | +424.9% | +622.7% |
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