+2,684.0%
SNDK vs WU
-8.3%
+2,692.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.0% | +12.9% | +12.0% |
| 7D | +17.2% | -0.8% | +18.0% | +17.2% |
| 30D | +28.8% | -1.1% | +29.9% | +28.8% |
| 3M | -1.1% | -3.9% | +2.7% | -4.1% |
| 6M | +190.5% | -20.7% | +211.1% | +189.9% |
| YTD | +633.0% | -18.4% | +651.4% | +629.0% |
| 1Y | +2,684.0% | -8.1% | +2,692.1% | +2,534.0% |
| All | +2,684.0% | -8.3% | +2,692.3% | +2,534.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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