+272.5%
SNDK vs XLU
+0.3%
+272.2%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.3% | -0.7% | -21.6% | -22.2% |
| 7D | -39.4% | +0.4% | -39.7% | -39.4% |
| 30D | -51.4% | +5.2% | -56.6% | -52.2% |
| 3M | -40.3% | -0.1% | -40.2% | -39.6% |
| 6M | -42.7% | -5.3% | -37.3% | -39.2% |
| YTD | +239.7% | +3.5% | +236.2% | +187.0% |
| 1Y | +272.5% | +0.2% | +272.2% | +280.6% |
| All | +272.5% | +0.3% | +272.2% | +280.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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