+3,693.9%
SNDK vs ADVB
-89.4%
+3,783.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.3% | +6.9% | +1.6% |
| 7D | +13.6% | -13.0% | +26.6% | +13.8% |
| 30D | +42.5% | +7.5% | +35.1% | +42.1% |
| 3M | +7.1% | +129.1% | -122.0% | +6.4% |
| 6M | +199.7% | +71.7% | +127.9% | +196.0% |
| YTD | +643.2% | +45.5% | +597.6% | +638.7% |
| 1Y | +2,402.0% | -2.7% | +2,404.8% | +2,368.0% |
| All | +3,693.9% | -89.4% | +3,783.3% | +4,232.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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