+4,601.6%
SNDK vs AG
+249.4%
+4,352.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.9% | +0.8% | -2.4% |
| 7D | +8.8% | -5.8% | +14.6% | +11.0% |
| 30D | +33.2% | +6.4% | +26.8% | +29.5% |
| 3M | +3.0% | +28.4% | -25.4% | -5.5% |
| 6M | +173.5% | -24.5% | +197.9% | +187.7% |
| YTD | +613.0% | +21.2% | +591.8% | +532.9% |
| 1Y | +2,189.8% | +114.1% | +2,075.7% | +1,671.0% |
| All | +4,601.6% | +249.4% | +4,352.2% | +3,348.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling