+4,601.6%
SNDK vs USAR
+39.1%
+4,562.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -6.0% | +1.9% | -2.9% |
| 7D | +8.8% | -9.3% | +18.2% | +10.9% |
| 30D | +33.2% | -15.2% | +48.3% | +37.0% |
| 3M | +3.0% | -21.1% | +24.1% | +7.8% |
| 6M | +173.5% | -21.6% | +195.1% | +184.7% |
| YTD | +613.0% | +34.8% | +578.2% | +588.0% |
| 1Y | +2,189.8% | +15.6% | +2,174.1% | +2,140.1% |
| All | +4,601.6% | +39.1% | +4,562.5% | +4,202.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling