+433.2%
SNDK vs UPS
+29.9%
+403.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +4.7% | -12.6% | -10.5% |
| 7D | -26.2% | +8.2% | -34.4% | -29.9% |
| 30D | -39.1% | +22.7% | -61.9% | -47.3% |
| 3M | -27.3% | +6.4% | -33.8% | -30.1% |
| 6M | -17.4% | +22.6% | -40.0% | -26.0% |
| YTD | +337.0% | +20.7% | +316.3% | +275.4% |
| 1Y | +433.2% | +30.6% | +402.5% | +344.7% |
| All | +433.2% | +29.9% | +403.2% | +344.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 UPS 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