+2,358.4%
SNDK vs USB
+38.0%
+2,320.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.9% | -6.5% | -6.4% |
| 7D | +6.0% | +2.6% | +3.4% | +3.6% |
| 30D | -36.9% | +8.4% | -45.3% | -41.5% |
| 3M | -42.1% | -5.5% | -36.5% | -39.0% |
| 6M | -38.8% | +17.7% | -56.6% | -50.4% |
| YTD | +272.8% | +17.6% | +255.3% | +195.1% |
| 1Y | +263.3% | +33.9% | +229.5% | +139.3% |
| All | +2,358.4% | +38.0% | +2,320.4% | +1,416.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling