+2,684.0%
SNDK vs XLF
+9.9%
+2,674.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.8% | +12.7% | +11.9% |
| 7D | +17.2% | 0.0% | +17.2% | +17.1% |
| 30D | +28.8% | +0.2% | +28.7% | +28.9% |
| 3M | -1.1% | +11.7% | -12.8% | -4.4% |
| 6M | +190.5% | +13.8% | +176.7% | +175.8% |
| YTD | +633.0% | +7.0% | +626.0% | +640.8% |
| 1Y | +2,684.0% | +9.1% | +2,674.9% | +2,657.2% |
| All | +2,684.0% | +9.9% | +2,674.1% | +2,657.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLF.
Daily Out/Under-Performance
Portfolio return minus XLF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLF 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 XLF 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