+4,601.6%
SNDK vs MUB
+1.7%
+4,600.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.7% | -3.3% | -1.8% |
| 7D | +8.8% | -1.2% | +10.1% | +13.0% |
| 30D | +33.2% | -2.8% | +35.9% | +44.7% |
| 3M | +3.0% | -3.1% | +6.1% | +13.5% |
| 6M | +173.5% | -2.9% | +176.4% | +200.0% |
| YTD | +613.0% | -2.0% | +615.1% | +673.2% |
| 1Y | +2,189.8% | 0.0% | +2,189.8% | +2,304.4% |
| All | +4,601.6% | +1.7% | +4,600.0% | +4,604.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling