+2,504.1%
SNDK vs ALLE
+46.8%
+2,457.3%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -4.0% |
| 7D | +16.2% | +1.6% | +14.7% | +15.8% |
| 30D | -36.8% | +24.1% | -60.8% | -41.0% |
| 3M | -30.3% | +14.8% | -45.1% | -32.9% |
| 6M | -35.4% | +45.9% | -81.3% | -45.6% |
| YTD | +294.9% | +20.7% | +274.2% | +268.1% |
| 1Y | +231.1% | +14.2% | +217.0% | +220.3% |
| All | +2,504.1% | +46.8% | +2,457.3% | +1,936.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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