+4,437.1%
SNDK vs XHB
-5.7%
+4,442.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.6% | -5.1% | -4.8% |
| 7D | -6.1% | -4.6% | -1.5% | -2.4% |
| 30D | +21.5% | -9.1% | +30.6% | +31.4% |
| 3M | -13.2% | -8.6% | -4.6% | -6.4% |
| 6M | +149.2% | -4.0% | +153.2% | +157.9% |
| YTD | +588.1% | -3.9% | +592.0% | +601.7% |
| 1Y | +1,837.5% | -16.5% | +1,854.0% | +2,130.9% |
| All | +4,437.1% | -5.7% | +4,442.8% | +4,499.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 3y: compounded portfolio wealth divided by compounded XHB 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…
3y analysis · Full analysis span regression · 6 months rolling