+2,684.0%
SNDK vs USFR
+4.0%
+2,680.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | 0.0% | +11.9% | +12.2% |
| 7D | +17.2% | +0.1% | +17.1% | +18.2% |
| 30D | +28.8% | +0.3% | +28.5% | +37.1% |
| 3M | -1.1% | +1.0% | -2.1% | +14.4% |
| 6M | +190.5% | +1.9% | +188.5% | +249.1% |
| YTD | +633.0% | +2.6% | +630.4% | +814.4% |
| 1Y | +2,684.0% | +4.0% | +2,680.0% | +6,211.2% |
| All | +2,684.0% | +4.0% | +2,680.0% | +6,211.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USFR.
Daily Out/Under-Performance
Portfolio return minus USFR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFR 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 USFR 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