-99.7%
SDS price history and return analytics
+357.6%
-457.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +2.6% | -7.2% | +0.1% |
| 7D | -0.7% | +0.4% | -1.0% | +0.8% |
| 30D | +6.8% | -2.6% | +9.4% | +2.9% |
| 3M | +6.3% | -3.2% | +9.5% | +1.6% |
| 6M | -2.6% | +0.9% | -3.5% | +1.9% |
| YTD | -15.9% | +11.3% | -27.2% | +7.2% |
| 1Y | -18.3% | +14.0% | -32.3% | +9.3% |
| 3Y | -63.5% | +75.8% | -139.4% | +21.2% |
| 5Y | -63.1% | +57.8% | -120.9% | +24.8% |
| 10Y | -95.7% | +219.8% | -315.5% | -20.3% |
| All | -99.7% | +357.6% | -457.3% | -70.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling