+1,837.5%
SNDK vs AEE
+8.8%
+1,828.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.5% |
| 7D | -6.1% | -0.8% | -5.4% | -6.4% |
| 30D | +21.5% | -2.9% | +24.4% | +20.3% |
| 3M | -13.2% | -2.4% | -10.8% | -14.1% |
| 6M | +149.2% | -2.7% | +151.9% | +147.2% |
| YTD | +588.1% | +7.3% | +580.8% | +552.7% |
| 1Y | +1,837.5% | +7.5% | +1,830.0% | +1,793.4% |
| All | +1,837.5% | +8.8% | +1,828.8% | +1,793.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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