+4,601.6%
SNDK vs TLT
-1.6%
+4,603.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.2% | -2.9% | -3.9% |
| 7D | +8.8% | -1.6% | +10.4% | +9.0% |
| 30D | +33.2% | -1.3% | +34.5% | +33.4% |
| 3M | +3.0% | -3.7% | +6.7% | +3.5% |
| 6M | +173.5% | -6.4% | +179.8% | +175.0% |
| YTD | +613.0% | -4.5% | +617.5% | +618.8% |
| 1Y | +2,189.8% | -5.9% | +2,195.6% | +2,189.3% |
| All | +4,601.6% | -1.6% | +4,603.3% | +4,620.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling