+272.5%
SNDK vs TRU
+4.5%
+268.0%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.3% | +0.9% | -23.2% | -21.6% |
| 7D | -39.4% | +9.8% | -49.2% | -34.6% |
| 30D | -51.4% | +30.7% | -82.2% | -40.2% |
| 3M | -40.3% | +3.8% | -44.1% | -37.8% |
| 6M | -42.7% | +21.9% | -64.6% | -31.4% |
| YTD | +239.7% | -2.8% | +242.6% | +276.3% |
| 1Y | +272.5% | +4.8% | +267.7% | +290.1% |
| All | +272.5% | +4.5% | +268.0% | +290.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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