+1,837.5%
SNDK vs XLK
+38.8%
+1,798.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.3% | -4.8% | -7.1% |
| 7D | -6.1% | +0.2% | -6.3% | -6.8% |
| 30D | +21.5% | -0.6% | +22.1% | +23.7% |
| 3M | -13.2% | +2.6% | -15.7% | -11.7% |
| 6M | +149.2% | +34.0% | +115.2% | +27.5% |
| YTD | +588.1% | +30.7% | +557.4% | +276.8% |
| 1Y | +1,837.5% | +39.2% | +1,798.3% | +856.4% |
| All | +1,837.5% | +38.8% | +1,798.8% | +856.4% |
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