+231.1%
SNDK vs LITE
+138.0%
+93.1%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.6% | -0.5% | -1.7% |
| 7D | +16.2% | +22.6% | -6.3% | +1.7% |
| 30D | -36.8% | -36.8% | 0.0% | -15.0% |
| 3M | -30.3% | -33.0% | +2.7% | -12.6% |
| 6M | -35.4% | -37.1% | +1.6% | -18.0% |
| YTD | +294.9% | +69.5% | +225.4% | +128.9% |
| 1Y | +231.1% | +146.1% | +85.0% | +34.3% |
| All | +231.1% | +138.0% | +93.1% | +34.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling