+1,837.5%
SNDK vs XBI
+66.9%
+1,770.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.4% | -3.1% | -3.0% |
| 7D | -6.1% | -4.6% | -1.5% | -0.9% |
| 30D | +21.5% | -2.0% | +23.5% | +22.0% |
| 3M | -13.2% | +17.8% | -31.0% | -31.5% |
| 6M | +149.2% | +23.7% | +125.5% | +85.6% |
| YTD | +588.1% | +28.2% | +559.8% | +387.4% |
| 1Y | +1,837.5% | +64.0% | +1,773.6% | +833.5% |
| All | +1,837.5% | +66.9% | +1,770.6% | +833.5% |
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