+2,684.0%
SNDK vs XBI
+75.8%
+2,608.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.3% | +12.2% | +12.3% |
| 7D | +17.2% | +0.9% | +16.3% | +15.9% |
| 30D | +28.8% | +7.1% | +21.8% | +15.7% |
| 3M | -1.1% | +22.9% | -24.0% | -25.5% |
| 6M | +190.5% | +29.7% | +160.8% | +103.9% |
| YTD | +633.0% | +34.5% | +598.5% | +387.2% |
| 1Y | +2,684.0% | +76.1% | +2,607.9% | +1,097.0% |
| All | +2,684.0% | +75.8% | +2,608.2% | +1,097.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 XBI 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