+272.5%
SNDK vs AGI
+2.1%
+270.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.3% | +3.6% | -25.9% | -23.3% |
| 7D | -39.4% | +7.8% | -47.2% | -41.0% |
| 30D | -51.4% | -5.0% | -46.4% | -50.7% |
| 3M | -40.3% | -0.5% | -39.8% | -40.5% |
| 6M | -42.7% | -19.9% | -22.8% | -40.0% |
| YTD | +239.7% | -19.2% | +258.9% | +216.5% |
| 1Y | +272.5% | +0.6% | +271.9% | +126.5% |
| All | +272.5% | +2.1% | +270.4% | +126.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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