+4,437.1%
SNDK vs USAR
+34.9%
+4,402.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.0% | -0.5% | -2.9% |
| 7D | -6.1% | -11.6% | +5.5% | -3.9% |
| 30D | +21.5% | -15.5% | +37.0% | +25.1% |
| 3M | -13.2% | -31.0% | +17.8% | -7.2% |
| 6M | +149.2% | -26.2% | +175.4% | +162.0% |
| YTD | +588.1% | +30.8% | +557.3% | +567.9% |
| 1Y | +1,837.5% | +7.1% | +1,830.5% | +1,812.0% |
| All | +4,437.1% | +34.9% | +4,402.2% | +4,076.8% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 10y: compounded portfolio wealth divided by compounded USAR 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…
10y analysis · Full analysis span regression · 6 months rolling