+1,837.5%
SNDK vs XLV
+21.9%
+1,815.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.3% | -3.6% |
| 7D | -6.1% | -3.6% | -2.6% | -7.5% |
| 30D | +21.5% | -1.8% | +23.3% | +20.8% |
| 3M | -13.2% | +7.8% | -21.0% | -17.1% |
| 6M | +149.2% | +9.1% | +140.1% | +138.9% |
| YTD | +588.1% | +7.7% | +580.3% | +582.4% |
| 1Y | +1,837.5% | +20.4% | +1,817.1% | +1,564.3% |
| All | +1,837.5% | +21.9% | +1,815.7% | +1,564.3% |
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