+2,684.0%
SNDK vs XLK
+44.7%
+2,639.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.7% | +11.2% | +10.0% |
| 7D | +17.2% | +0.9% | +16.3% | +14.6% |
| 30D | +28.8% | +0.7% | +28.1% | +26.2% |
| 3M | -1.1% | -2.9% | +1.8% | +15.5% |
| 6M | +190.5% | +34.3% | +156.2% | +49.0% |
| YTD | +633.0% | +30.4% | +602.6% | +304.9% |
| 1Y | +2,684.0% | +43.4% | +2,640.6% | +1,244.9% |
| All | +2,684.0% | +44.7% | +2,639.3% | +1,244.9% |
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