+4,437.1%
SNDK vs BIL
+6.2%
+4,430.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -2.8% |
| 7D | -6.1% | +0.1% | -6.2% | -5.0% |
| 30D | +21.5% | +0.3% | +21.2% | +30.2% |
| 3M | -13.2% | +0.9% | -14.1% | +1.3% |
| 6M | +149.2% | +1.8% | +147.4% | +187.7% |
| YTD | +588.1% | +2.5% | +585.6% | +617.8% |
| 1Y | +1,837.5% | +3.7% | +1,833.8% | +1,568.4% |
| All | +4,437.1% | +6.2% | +4,430.8% | +388.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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