+4,800.5%
SNDK vs ROIV
+302.4%
+4,498.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +1.1% |
| 7D | +13.6% | +22.3% | -8.8% | +2.4% |
| 30D | +42.5% | +16.9% | +25.7% | +30.8% |
| 3M | +7.1% | +43.9% | -36.8% | -10.2% |
| 6M | +199.7% | +41.6% | +158.1% | +150.4% |
| YTD | +643.2% | +92.7% | +550.5% | +423.0% |
| 1Y | +2,402.0% | +210.2% | +2,191.9% | +1,120.2% |
| All | +4,800.5% | +302.4% | +4,498.1% | +1,746.7% |
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