+4,437.1%
SNDK vs XRT
+8.4%
+4,428.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.4% | -4.9% | -5.0% |
| 7D | -6.1% | -3.2% | -2.9% | -2.9% |
| 30D | +21.5% | -4.5% | +26.0% | +27.0% |
| 3M | -13.2% | -3.1% | -10.1% | -13.0% |
| 6M | +149.2% | +4.2% | +145.0% | +126.8% |
| YTD | +588.1% | -0.1% | +588.2% | +565.2% |
| 1Y | +1,837.5% | -3.0% | +1,840.6% | +1,854.1% |
| All | +4,437.1% | +8.4% | +4,428.7% | +4,328.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling