+379.2%
SNDK vs XLV
+33.3%
+345.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +3.1% | -11.0% | -5.4% |
| 7D | -26.2% | +5.5% | -31.7% | -22.7% |
| 30D | -39.1% | +13.3% | -52.4% | -33.0% |
| 3M | -27.3% | +17.4% | -44.8% | -18.3% |
| 6M | -17.4% | +32.1% | -49.5% | -18.1% |
| YTD | +337.0% | +24.0% | +313.0% | +394.1% |
| All | +379.2% | +33.3% | +345.8% | +395.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XLV.
Daily Out/Under-Performance
Portfolio return minus XLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLV 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 XLV 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