+149.2%
SNDK vs NU
-0.9%
+150.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.7% | -0.8% | -2.0% |
| 7D | -6.1% | -4.9% | -1.2% | -3.5% |
| 30D | +21.5% | +7.8% | +13.7% | +14.3% |
| 3M | -13.2% | +20.9% | -34.1% | -21.9% |
| 6M | +149.2% | +0.9% | +148.3% | +154.3% |
| All | +149.2% | -0.9% | +150.1% | +154.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 6mo: compounded portfolio wealth divided by compounded NU 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…
6mo analysis · Full analysis span regression · 6 months rolling