+4,437.1%
SNDK vs SOXX
+141.6%
+4,295.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.9% | -5.4% | -6.3% |
| 7D | -6.1% | +1.4% | -7.5% | -8.3% |
| 30D | +21.5% | -3.6% | +25.1% | +29.1% |
| 3M | -13.2% | -10.2% | -3.0% | +10.0% |
| 6M | +149.2% | +54.2% | +95.0% | +45.8% |
| YTD | +588.1% | +75.2% | +512.9% | +244.8% |
| 1Y | +1,837.5% | +107.5% | +1,730.0% | +731.5% |
| All | +4,437.1% | +141.6% | +4,295.5% | +1,638.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling