+4,437.1%
SNDK vs UMC
+292.6%
+4,144.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.4% | -5.9% | -5.3% |
| 7D | -6.1% | +9.0% | -15.1% | -12.4% |
| 30D | +21.5% | +17.2% | +4.3% | +7.1% |
| 3M | -13.2% | +11.4% | -24.6% | -18.1% |
| 6M | +149.2% | +137.5% | +11.7% | +41.1% |
| YTD | +588.1% | +193.1% | +395.0% | +185.6% |
| 1Y | +1,837.5% | +240.3% | +1,597.2% | +589.5% |
| All | +4,437.1% | +292.6% | +4,144.5% | +1,230.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling