+433.2%
SNDK vs XBI
+47.5%
+385.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +2.7% | -10.6% | -10.8% |
| 7D | -26.2% | +1.0% | -27.2% | -26.9% |
| 30D | -39.1% | +1.9% | -41.0% | -40.3% |
| 3M | -27.3% | +4.8% | -32.1% | -33.3% |
| 6M | -17.4% | +19.3% | -36.7% | -35.5% |
| YTD | +337.0% | +30.6% | +306.4% | +200.0% |
| 1Y | +433.2% | +47.9% | +385.3% | +181.3% |
| All | +433.2% | +47.5% | +385.7% | +181.3% |
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