+1,837.5%
SNDK vs XLI
+15.3%
+1,822.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.1% | -4.6% | -6.4% |
| 7D | -6.1% | -1.7% | -4.5% | -2.0% |
| 30D | +21.5% | -7.3% | +28.8% | +49.6% |
| 3M | -13.2% | -1.3% | -11.8% | -5.1% |
| 6M | +149.2% | +2.2% | +147.0% | +146.4% |
| YTD | +588.1% | +11.7% | +576.4% | +367.4% |
| 1Y | +1,837.5% | +14.3% | +1,823.3% | +1,165.5% |
| All | +1,837.5% | +15.3% | +1,822.3% | +1,165.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XLI.
Daily Out/Under-Performance
Portfolio return minus XLI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLI 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 XLI 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