+4,601.6%
SNDK vs UPS
-2.3%
+4,603.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.8% | -4.8% | -4.7% |
| 7D | +8.8% | -3.4% | +12.3% | +12.0% |
| 30D | +33.2% | -2.7% | +35.9% | +35.9% |
| 3M | +3.0% | -1.6% | +4.6% | +5.1% |
| 6M | +173.5% | +2.3% | +171.2% | +164.9% |
| YTD | +613.0% | +5.6% | +607.5% | +563.9% |
| 1Y | +2,189.8% | +27.1% | +2,162.7% | +1,650.7% |
| All | +4,601.6% | -2.3% | +4,603.9% | +5,162.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling