+272.5%
SNDK vs XLK
+11.2%
+261.2%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.3% | -8.0% | -14.3% | -1.0% |
| 7D | -39.4% | -14.0% | -25.4% | -7.0% |
| 30D | -51.4% | -19.6% | -31.8% | -10.2% |
| 3M | -40.3% | -12.6% | -27.7% | -12.0% |
| 6M | -42.7% | -1.7% | -40.9% | -31.7% |
| YTD | +239.7% | +13.2% | +226.5% | +193.1% |
| 1Y | +272.5% | +10.6% | +261.9% | +269.5% |
| All | +272.5% | +11.2% | +261.2% | +269.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK 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 XLK 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