+4,437.1%
SNDK vs XLF
+13.7%
+4,423.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.7% | -4.2% | -4.3% |
| 7D | -6.1% | -1.5% | -4.7% | -4.6% |
| 30D | +21.5% | -1.2% | +22.7% | +22.6% |
| 3M | -13.2% | +9.2% | -22.4% | -24.6% |
| 6M | +149.2% | +16.3% | +132.9% | +94.4% |
| YTD | +588.1% | +5.4% | +582.6% | +525.8% |
| 1Y | +1,837.5% | +7.6% | +1,829.9% | +1,600.8% |
| All | +4,437.1% | +13.7% | +4,423.4% | +3,728.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling