+433.2%
SNDK vs AGG
-0.5%
+433.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +0.5% | -8.4% | -8.9% |
| 7D | -26.2% | +0.5% | -26.7% | -27.1% |
| 30D | -39.1% | +2.4% | -41.5% | -43.9% |
| 3M | -27.3% | -1.0% | -26.4% | -23.7% |
| 6M | -17.4% | -0.9% | -16.5% | -12.6% |
| YTD | +337.0% | -0.9% | +337.9% | +374.7% |
| 1Y | +433.2% | -0.5% | +433.7% | +473.1% |
| All | +433.2% | -0.5% | +433.7% | +473.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AGG.
Daily Out/Under-Performance
Portfolio return minus AGG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGG 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 AGG 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