+4,800.5%
SNDK vs URI
+41.8%
+4,758.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | +0.7% |
| 7D | +13.6% | +5.0% | +8.6% | +10.5% |
| 30D | +42.5% | -9.4% | +51.9% | +51.3% |
| 3M | +7.1% | -5.8% | +13.0% | +12.9% |
| 6M | +199.7% | +25.8% | +173.8% | +171.1% |
| YTD | +643.2% | +27.9% | +615.3% | +545.3% |
| 1Y | +2,402.0% | +9.7% | +2,392.3% | +2,329.6% |
| All | +4,800.5% | +41.8% | +4,758.7% | +3,216.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling