+433.2%
SNDK vs USB
+36.4%
+396.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +1.9% | -9.8% | -8.3% |
| 7D | -26.2% | +2.4% | -28.6% | -26.5% |
| 30D | -39.1% | +6.6% | -45.7% | -40.2% |
| 3M | -27.3% | -4.1% | -23.2% | -25.8% |
| 6M | -17.4% | +12.5% | -29.9% | -21.3% |
| YTD | +337.0% | +17.6% | +319.4% | +276.7% |
| 1Y | +433.2% | +36.5% | +396.7% | +331.9% |
| All | +433.2% | +36.4% | +396.7% | +331.9% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 1y: compounded portfolio wealth divided by compounded USB 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…
1y analysis · Full analysis span regression · 6 months rolling