+4,437.1%
SNDK vs U
+113.1%
+4,324.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +4.5% | -8.0% | -4.6% |
| 7D | -6.1% | +5.5% | -11.7% | -7.4% |
| 30D | +21.5% | -1.3% | +22.8% | +21.7% |
| 3M | -13.2% | +64.6% | -77.8% | -23.9% |
| 6M | +149.2% | +119.4% | +29.8% | +103.1% |
| YTD | +588.1% | -0.5% | +588.5% | +574.1% |
| 1Y | +1,837.5% | +1.3% | +1,836.3% | +1,776.9% |
| All | +4,437.1% | +113.1% | +4,324.0% | +3,141.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling