+4,727.7%
SNDK vs URI
+39.9%
+4,687.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.4% |
| 7D | +13.1% | +2.5% | +10.6% | +11.5% |
| 30D | +43.4% | -12.5% | +55.9% | +55.2% |
| 3M | +5.8% | -6.2% | +12.0% | +12.0% |
| 6M | +229.6% | +25.9% | +203.7% | +198.1% |
| YTD | +632.2% | +26.2% | +606.0% | +540.7% |
| 1Y | +2,365.4% | +5.5% | +2,359.9% | +2,361.9% |
| All | +4,727.7% | +39.9% | +4,687.8% | +3,192.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling