+2,219.6%
SNDK vs LITE
+579.2%
+1,640.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +5.7% | -2.1% | -0.2% |
| 7D | -27.4% | -35.9% | +8.5% | -3.0% |
| 30D | -50.7% | -51.5% | +0.9% | -21.2% |
| 3M | -33.7% | -35.7% | +2.1% | -15.8% |
| 6M | -40.8% | -43.0% | +2.2% | -19.5% |
| YTD | +251.8% | +46.1% | +205.7% | +135.4% |
| 1Y | +302.1% | +124.7% | +177.4% | +100.0% |
| All | +2,219.6% | +579.2% | +1,640.4% | +426.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling