+1,837.5%
SNDK vs MUB
+0.2%
+1,837.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.4% | -3.9% | -5.8% |
| 7D | -6.1% | -0.8% | -5.3% | -1.7% |
| 30D | +21.5% | -2.4% | +23.9% | +39.1% |
| 3M | -13.2% | -2.8% | -10.3% | +3.9% |
| 6M | +149.2% | -2.2% | +151.4% | +191.9% |
| YTD | +588.1% | -1.6% | +589.7% | +701.9% |
| 1Y | +1,837.5% | 0.0% | +1,837.5% | +1,805.5% |
| All | +1,837.5% | +0.2% | +1,837.3% | +1,805.5% |
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