+4,601.6%
SNDK vs XRT
+6.9%
+4,594.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.8% | -3.3% | -3.2% |
| 7D | +8.8% | -3.6% | +12.4% | +13.3% |
| 30D | +33.2% | -6.7% | +39.9% | +42.9% |
| 3M | +3.0% | -1.4% | +4.4% | +0.9% |
| 6M | +173.5% | +1.7% | +171.8% | +156.3% |
| YTD | +613.0% | -1.5% | +614.5% | +600.2% |
| 1Y | +2,189.8% | -2.5% | +2,192.2% | +2,194.1% |
| All | +4,601.6% | +6.9% | +4,594.7% | +4,561.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling