+1,837.5%
SNDK vs SOXX
+107.8%
+1,729.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.9% | -5.4% | -6.7% |
| 7D | -6.1% | +1.4% | -7.5% | -8.6% |
| 30D | +21.5% | -3.6% | +25.1% | +30.0% |
| 3M | -13.2% | -10.2% | -3.0% | +12.2% |
| 6M | +149.2% | +54.2% | +95.0% | +16.4% |
| YTD | +588.1% | +75.2% | +512.9% | +145.0% |
| 1Y | +1,837.5% | +107.5% | +1,730.0% | +496.2% |
| All | +1,837.5% | +107.8% | +1,729.7% | +496.2% |
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