+272.5%
SNDK vs SOXX
+33.6%
+238.9%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.3% | -12.1% | -10.1% | -1.8% |
| 7D | -39.4% | -23.0% | -16.4% | -3.9% |
| 30D | -51.4% | -32.9% | -18.6% | -2.9% |
| 3M | -40.3% | -25.4% | -14.9% | -0.6% |
| 6M | -42.7% | -17.9% | -24.7% | -14.9% |
| YTD | +239.7% | +31.6% | +208.1% | +95.3% |
| 1Y | +272.5% | +30.0% | +242.5% | +126.9% |
| All | +272.5% | +33.6% | +238.9% | +126.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXX.
Daily Out/Under-Performance
Portfolio return minus SOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXX 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 SOXX 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