+149.2%
SNDK vs AGG
-2.0%
+151.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.1% | -3.4% | -3.1% |
| 7D | -6.1% | -1.1% | -5.1% | -1.1% |
| 30D | +21.5% | -1.1% | +22.6% | +28.0% |
| 3M | -13.2% | -1.9% | -11.3% | -4.2% |
| 6M | +149.2% | -1.7% | +150.9% | +177.2% |
| All | +149.2% | -2.0% | +151.2% | +177.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling