+4,800.5%
SNDK vs MUB
+2.4%
+4,798.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +3.0% |
| 7D | +13.6% | -0.7% | +14.3% | +15.9% |
| 30D | +42.5% | -2.0% | +44.5% | +51.0% |
| 3M | +7.1% | -2.5% | +9.7% | +16.1% |
| 6M | +199.7% | -2.3% | +202.0% | +222.5% |
| YTD | +643.2% | -1.3% | +644.5% | +687.6% |
| 1Y | +2,402.0% | +1.1% | +2,400.9% | +2,456.0% |
| All | +4,800.5% | +2.4% | +4,798.0% | +4,692.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling