+4,800.5%
SNDK vs LITE
+1,147.1%
+3,653.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +0.8% |
| 7D | +13.6% | +13.6% | 0.0% | +3.9% |
| 30D | +42.5% | +21.6% | +20.9% | +22.5% |
| 3M | +7.1% | +20.3% | -13.2% | -4.8% |
| 6M | +199.7% | +54.4% | +145.3% | +113.3% |
| YTD | +643.2% | +168.3% | +474.9% | +240.5% |
| 1Y | +2,402.0% | +551.8% | +1,850.2% | +519.3% |
| All | +4,800.5% | +1,147.1% | +3,653.3% | +660.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LITE.
Daily Out/Under-Performance
Portfolio return minus LITE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LITE 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 LITE 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