+2,358.4%
SNDK vs LITE
+652.4%
+1,706.0%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.5% | -1.1% | -2.6% |
| 7D | +6.0% | +10.8% | -4.8% | -0.7% |
| 30D | -36.9% | -33.4% | -3.5% | -17.5% |
| 3M | -42.1% | -32.2% | -9.9% | -27.3% |
| 6M | -38.8% | -42.1% | +3.2% | -16.7% |
| YTD | +272.8% | +61.9% | +211.0% | +133.7% |
| 1Y | +263.3% | +163.0% | +100.4% | +61.8% |
| All | +2,358.4% | +652.4% | +1,706.0% | +422.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling