+4,437.1%
SNDK vs AG
+239.2%
+4,197.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.9% | -0.6% | -2.5% |
| 7D | -6.1% | -6.7% | +0.6% | -3.8% |
| 30D | +21.5% | +2.2% | +19.3% | +19.9% |
| 3M | -13.2% | +15.7% | -28.9% | -17.9% |
| 6M | +149.2% | -23.8% | +173.0% | +162.3% |
| YTD | +588.1% | +17.6% | +570.4% | +517.2% |
| 1Y | +1,837.5% | +88.6% | +1,748.9% | +1,440.9% |
| All | +4,437.1% | +239.2% | +4,197.9% | +3,263.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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