+2,358.4%
SNDK vs ROIV
+280.5%
+2,077.9%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.2% | -4.4% | -5.0% |
| 7D | +6.0% | +1.7% | +4.3% | +5.4% |
| 30D | -36.9% | +17.6% | -54.5% | -41.2% |
| 3M | -42.1% | +9.0% | -51.0% | -45.0% |
| 6M | -38.8% | +35.3% | -74.1% | -47.7% |
| YTD | +272.8% | +82.2% | +190.7% | +169.7% |
| 1Y | +263.3% | +92.3% | +171.1% | +149.6% |
| All | +2,358.4% | +280.5% | +2,077.9% | +852.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling