+149.2%
SNDK vs SGOV
+1.9%
+147.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SGOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -1.7% |
| 7D | -6.1% | 0.0% | -6.2% | -1.7% |
| 30D | +21.5% | +0.3% | +21.2% | +68.8% |
| 3M | -13.2% | +0.9% | -14.1% | +102.8% |
| 6M | +149.2% | +1.8% | +147.4% | +751.5% |
| All | +149.2% | +1.9% | +147.3% | +751.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling