+433.2%
SNDK vs U
+17.5%
+415.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +4.9% | -12.8% | -8.7% |
| 7D | -26.2% | +7.5% | -33.6% | -27.0% |
| 30D | -39.1% | -7.0% | -32.1% | -38.5% |
| 3M | -27.3% | +20.6% | -47.9% | -29.5% |
| 6M | -17.4% | +53.2% | -70.6% | -22.7% |
| YTD | +337.0% | -3.9% | +340.9% | +369.0% |
| 1Y | +433.2% | +18.4% | +414.8% | +375.5% |
| All | +433.2% | +17.5% | +415.7% | +375.5% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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