+433.2%
SNDK vs MUB
+0.1%
+433.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +0.4% | -8.4% | -9.1% |
| 7D | -26.2% | +0.6% | -26.7% | -27.4% |
| 30D | -39.1% | +3.2% | -42.3% | -46.0% |
| 3M | -27.3% | -1.1% | -26.3% | -18.4% |
| 6M | -17.4% | -1.1% | -16.3% | -5.1% |
| YTD | +337.0% | -0.5% | +337.5% | +402.3% |
| 1Y | +433.2% | 0.0% | +433.2% | +502.7% |
| All | +433.2% | +0.1% | +433.1% | +502.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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