+4,437.1%
SNDK vs XLU
+11.3%
+4,425.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.2% | -3.2% |
| 7D | -6.1% | -1.6% | -4.5% | -4.4% |
| 30D | +21.5% | -3.3% | +24.8% | +26.1% |
| 3M | -13.2% | -3.2% | -10.0% | -11.1% |
| 6M | +149.2% | -7.0% | +156.2% | +166.5% |
| YTD | +588.1% | +0.6% | +587.4% | +527.6% |
| 1Y | +1,837.5% | +2.4% | +1,835.1% | +1,673.4% |
| All | +4,437.1% | +11.3% | +4,425.8% | +3,486.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling