+433.2%
SNDK vs URI
+33.3%
+399.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -4.4% | -3.5% | -5.7% |
| 7D | -26.2% | -4.3% | -21.8% | -24.3% |
| 30D | -39.1% | +4.6% | -43.7% | -40.3% |
| 3M | -27.3% | -2.1% | -25.2% | -26.5% |
| 6M | -17.4% | +21.9% | -39.3% | -19.5% |
| YTD | +337.0% | +39.7% | +297.3% | +257.9% |
| 1Y | +433.2% | +32.9% | +400.3% | +396.7% |
| All | +433.2% | +33.3% | +399.9% | +396.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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