+2,219.6%
SNDK vs USB
+34.5%
+2,185.1%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.5% | +4.1% | +4.0% |
| 7D | -27.4% | 0.0% | -27.4% | -27.3% |
| 30D | -50.7% | +5.8% | -56.5% | -53.3% |
| 3M | -33.7% | -6.0% | -27.7% | -30.0% |
| 6M | -40.8% | +7.8% | -48.5% | -46.9% |
| YTD | +251.8% | +14.6% | +237.2% | +184.8% |
| 1Y | +302.1% | +31.8% | +270.3% | +168.7% |
| All | +2,219.6% | +34.5% | +2,185.1% | +1,363.4% |
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