+2,684.0%
SNDK vs TRU
-7.3%
+2,691.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -5.9% | +17.8% | +8.6% |
| 7D | +17.2% | -6.8% | +23.9% | +13.2% |
| 30D | +28.8% | 0.0% | +28.8% | +29.5% |
| 3M | -1.1% | +13.3% | -14.4% | +7.2% |
| 6M | +190.5% | +3.4% | +187.0% | +209.9% |
| YTD | +633.0% | -6.4% | +639.4% | +702.2% |
| 1Y | +2,684.0% | -9.7% | +2,693.7% | +2,988.8% |
| All | +2,684.0% | -7.3% | +2,691.3% | +2,988.8% |
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