+4,800.5%
SNDK vs LII
-37.9%
+4,838.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +3.9% | +3.1% |
| 7D | +13.6% | +0.5% | +13.1% | +13.2% |
| 30D | +42.5% | -11.2% | +53.7% | +53.3% |
| 3M | +7.1% | -28.8% | +35.9% | +31.8% |
| 6M | +199.7% | -26.9% | +226.6% | +259.6% |
| YTD | +643.2% | -22.2% | +665.4% | +743.4% |
| 1Y | +2,402.0% | -32.0% | +2,434.0% | +3,032.3% |
| All | +4,800.5% | -37.9% | +4,838.4% | +6,624.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 3y: compounded portfolio wealth divided by compounded LII 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…
3y analysis · Full analysis span regression · 6 months rolling