+2,684.0%
SNDK vs XLV
+27.5%
+2,656.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.0% | +12.9% | +11.5% |
| 7D | +17.2% | +0.2% | +17.0% | +17.2% |
| 30D | +28.8% | +4.4% | +24.4% | +30.4% |
| 3M | -1.1% | +13.2% | -14.4% | -6.8% |
| 6M | +190.5% | +10.1% | +180.4% | +193.3% |
| YTD | +633.0% | +11.7% | +621.3% | +629.2% |
| 1Y | +2,684.0% | +26.9% | +2,657.1% | +2,184.6% |
| All | +2,684.0% | +27.5% | +2,656.5% | +2,184.6% |
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