+433.2%
SNDK vs UMC
+112.5%
+320.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -2.1% | -5.8% | -6.4% |
| 7D | -26.2% | -14.7% | -11.5% | -16.7% |
| 30D | -39.1% | -32.9% | -6.3% | -18.7% |
| 3M | -27.3% | -22.2% | -5.2% | -13.6% |
| 6M | -17.4% | +25.9% | -43.3% | -17.2% |
| YTD | +337.0% | +107.9% | +229.1% | +166.4% |
| 1Y | +433.2% | +115.0% | +318.1% | +207.6% |
| All | +433.2% | +112.5% | +320.7% | +207.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UMC.
Daily Out/Under-Performance
Portfolio return minus UMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UMC 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 UMC 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