+4,733.3%
SNDK vs USB
+42.0%
+4,691.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.3% | +12.1% | +12.1% |
| 7D | +17.2% | +1.4% | +15.7% | +15.4% |
| 30D | +28.8% | -1.3% | +30.1% | +30.4% |
| 3M | -1.1% | +15.2% | -16.4% | -16.1% |
| 6M | +190.5% | +18.8% | +171.6% | +135.6% |
| YTD | +633.0% | +21.0% | +612.0% | +465.4% |
| 1Y | +2,684.0% | +34.0% | +2,650.0% | +1,762.9% |
| All | +4,733.3% | +42.0% | +4,691.3% | +2,804.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling