+4,437.1%
SNDK vs UL
+5.6%
+4,431.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.6% | -4.1% | -3.1% |
| 7D | -6.1% | -3.4% | -2.7% | -8.1% |
| 30D | +21.5% | +0.5% | +21.0% | +22.1% |
| 3M | -13.2% | +7.2% | -20.4% | -9.2% |
| 6M | +149.2% | -3.1% | +152.3% | +159.7% |
| YTD | +588.1% | -2.7% | +590.8% | +626.8% |
| 1Y | +1,837.5% | -10.2% | +1,847.8% | +1,943.5% |
| All | +4,437.1% | +5.6% | +4,431.4% | +4,452.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 3y: compounded portfolio wealth divided by compounded UL 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…
3y analysis · Full analysis span regression · 6 months rolling