+4,601.6%
SNDK vs U
+103.9%
+4,497.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.1% | -3.0% | -3.8% |
| 7D | +8.8% | 0.0% | +8.9% | +8.8% |
| 30D | +33.2% | -4.1% | +37.3% | +34.4% |
| 3M | +3.0% | +57.8% | -54.8% | -8.8% |
| 6M | +173.5% | +103.5% | +70.0% | +126.9% |
| YTD | +613.0% | -4.8% | +617.8% | +606.2% |
| 1Y | +2,189.8% | -2.4% | +2,192.1% | +2,138.2% |
| All | +4,601.6% | +103.9% | +4,497.7% | +3,296.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling