+4,437.1%
SNDK vs AEE
+13.1%
+4,424.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.5% |
| 7D | -6.1% | -0.8% | -5.4% | -6.0% |
| 30D | +21.5% | -2.9% | +24.4% | +22.2% |
| 3M | -13.2% | -2.4% | -10.8% | -14.0% |
| 6M | +149.2% | -2.7% | +151.9% | +145.6% |
| YTD | +588.1% | +7.3% | +580.8% | +523.5% |
| 1Y | +1,837.5% | +7.5% | +1,830.0% | +1,641.5% |
| All | +4,437.1% | +13.1% | +4,424.0% | +3,867.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling