+2,365.4%
SNDK vs USB
+33.0%
+2,332.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | +0.5% |
| 7D | +13.1% | +2.1% | +11.0% | +12.0% |
| 30D | +43.4% | -2.3% | +45.6% | +44.9% |
| 3M | +5.8% | +13.9% | -8.0% | -1.4% |
| 6M | +229.6% | +21.6% | +208.0% | +190.9% |
| YTD | +632.2% | +19.3% | +612.8% | +533.4% |
| 1Y | +2,365.4% | +33.6% | +2,331.8% | +1,864.3% |
| All | +2,365.4% | +33.0% | +2,332.4% | +1,864.3% |
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