+4,601.6%
SNDK vs WU
-21.4%
+4,623.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.7% | -3.3% | -3.8% |
| 7D | +8.8% | -5.0% | +13.8% | +10.6% |
| 30D | +33.2% | -2.3% | +35.4% | +34.0% |
| 3M | +3.0% | -3.2% | +6.2% | -1.3% |
| 6M | +173.5% | -25.0% | +198.5% | +199.5% |
| YTD | +613.0% | -21.7% | +634.7% | +650.5% |
| 1Y | +2,189.8% | -9.0% | +2,198.7% | +1,988.0% |
| All | +4,601.6% | -21.4% | +4,623.1% | +5,375.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling