+2,189.8%
SNDK vs ROIV
+203.5%
+1,986.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.1% | -2.0% | -3.3% |
| 7D | +8.8% | +19.0% | -10.1% | +1.3% |
| 30D | +33.2% | +16.1% | +17.0% | +24.7% |
| 3M | +3.0% | +44.1% | -41.1% | -9.7% |
| 6M | +173.5% | +37.8% | +135.6% | +141.0% |
| YTD | +613.0% | +88.7% | +524.4% | +466.7% |
| 1Y | +2,189.8% | +197.3% | +1,992.4% | +1,350.1% |
| All | +2,189.8% | +203.5% | +1,986.3% | +1,350.1% |
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