+2,684.0%
SNDK vs SGOV
+3.8%
+2,680.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SGOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | 0.0% | +11.9% | +14.0% |
| 7D | +17.2% | +0.1% | +17.1% | +22.9% |
| 30D | +28.8% | +0.3% | +28.5% | +56.6% |
| 3M | -1.1% | +1.0% | -2.1% | +55.7% |
| 6M | +190.5% | +1.9% | +188.6% | +448.9% |
| YTD | +633.0% | +2.5% | +630.5% | +1,287.0% |
| 1Y | +2,684.0% | +3.8% | +2,680.2% | +3,917.4% |
| All | +2,684.0% | +3.8% | +2,680.2% | +3,917.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SGOV.
Daily Out/Under-Performance
Portfolio return minus SGOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGOV 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 SGOV 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