+2,684.0%
SNDK vs ROIV
+177.7%
+2,506.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +1.5% | +10.4% | +11.2% |
| 7D | +17.2% | +0.6% | +16.5% | +16.9% |
| 30D | +28.8% | +1.0% | +27.9% | +27.3% |
| 3M | -1.1% | +18.3% | -19.4% | -6.3% |
| 6M | +190.5% | +18.3% | +172.1% | +172.9% |
| YTD | +633.0% | +61.0% | +572.0% | +521.1% |
| 1Y | +2,684.0% | +177.9% | +2,506.1% | +1,754.3% |
| All | +2,684.0% | +177.7% | +2,506.3% | +1,754.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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