+4,437.1%
SNDK vs TLT
-1.5%
+4,438.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.1% | -3.6% | -3.5% |
| 7D | -6.1% | -1.6% | -4.5% | -6.0% |
| 30D | +21.5% | -1.1% | +22.6% | +21.7% |
| 3M | -13.2% | -4.9% | -8.3% | -12.6% |
| 6M | +149.2% | -5.0% | +154.2% | +151.0% |
| YTD | +588.1% | -4.4% | +592.4% | +593.5% |
| 1Y | +1,837.5% | -6.4% | +1,843.9% | +1,839.1% |
| All | +4,437.1% | -1.5% | +4,438.6% | +4,454.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TLT.
Daily Out/Under-Performance
Portfolio return minus TLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TLT 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 10y: compounded portfolio wealth divided by compounded TLT 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…
10y analysis · Full analysis span regression · 6 months rolling