+2,684.0%
SNDK vs U
+6.4%
+2,677.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.0% | +12.9% | +12.1% |
| 7D | +17.2% | -3.8% | +21.0% | +18.0% |
| 30D | +28.8% | +17.5% | +11.4% | +24.1% |
| 3M | -1.1% | +38.7% | -39.8% | -8.0% |
| 6M | +190.5% | +104.4% | +86.0% | +149.6% |
| YTD | +633.0% | -5.7% | +638.7% | +683.9% |
| 1Y | +2,684.0% | +3.7% | +2,680.3% | +2,701.5% |
| All | +2,684.0% | +6.4% | +2,677.6% | +2,701.5% |
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