+2,684.0%
SNDK vs XRT
+3.4%
+2,680.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +1.0% | +10.9% | +10.9% |
| 7D | +17.2% | +0.8% | +16.4% | +16.3% |
| 30D | +28.8% | -4.2% | +33.0% | +34.2% |
| 3M | -1.1% | +5.1% | -6.2% | -10.9% |
| 6M | +190.5% | +2.4% | +188.0% | +173.2% |
| YTD | +633.0% | +3.2% | +629.8% | +576.5% |
| 1Y | +2,684.0% | +1.5% | +2,682.5% | +2,758.7% |
| All | +2,684.0% | +3.4% | +2,680.6% | +2,758.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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