+263.3%
SNDK vs URI
+31.9%
+231.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.3% | -4.3% | -4.8% |
| 7D | +6.0% | +6.7% | -0.7% | +2.5% |
| 30D | -36.9% | +8.9% | -45.8% | -38.6% |
| 3M | -42.1% | +0.5% | -42.6% | -41.4% |
| 6M | -38.8% | +20.7% | -59.5% | -39.5% |
| YTD | +272.8% | +40.0% | +232.8% | +216.1% |
| 1Y | +263.3% | +34.4% | +228.9% | +229.9% |
| All | +263.3% | +31.9% | +231.4% | +229.9% |
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