+2,684.0%
SNDK vs USHY
+4.6%
+2,679.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | 0.0% | +11.9% | +12.2% |
| 7D | +17.2% | -0.1% | +17.3% | +19.0% |
| 30D | +28.8% | +0.1% | +28.8% | +27.3% |
| 3M | -1.1% | +0.8% | -1.9% | -8.6% |
| 6M | +190.5% | +1.7% | +188.7% | +159.8% |
| YTD | +633.0% | +2.5% | +630.5% | +488.8% |
| 1Y | +2,684.0% | +4.4% | +2,679.6% | +1,513.4% |
| All | +2,684.0% | +4.6% | +2,679.4% | +1,513.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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