+4,601.6%
SNDK vs URI
+36.3%
+4,565.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.9% | -0.2% | -1.8% |
| 7D | +8.8% | -0.5% | +9.3% | +9.3% |
| 30D | +33.2% | -13.4% | +46.5% | +45.1% |
| 3M | +3.0% | -6.2% | +9.2% | +9.5% |
| 6M | +173.5% | +28.0% | +145.5% | +145.3% |
| YTD | +613.0% | +23.0% | +590.1% | +533.9% |
| 1Y | +2,189.8% | +5.5% | +2,184.2% | +2,175.5% |
| All | +4,601.6% | +36.3% | +4,565.3% | +3,157.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling