+1,837.5%
SNDK vs AGG
-0.7%
+1,838.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.1% | -3.4% | -3.3% |
| 7D | -6.1% | -1.1% | -5.1% | -2.7% |
| 30D | +21.5% | -1.1% | +22.6% | +26.0% |
| 3M | -13.2% | -1.9% | -11.3% | -7.3% |
| 6M | +149.2% | -1.7% | +150.9% | +167.1% |
| YTD | +588.1% | -1.3% | +589.4% | +645.4% |
| 1Y | +1,837.5% | -0.7% | +1,838.3% | +1,977.2% |
| All | +1,837.5% | -0.7% | +1,838.2% | +1,977.2% |
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