+4,727.7%
SNDK vs AMIX
-91.9%
+4,819.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | +13.1% | -3.4% | +16.5% | +13.2% |
| 30D | +43.4% | -54.4% | +97.8% | +45.3% |
| 3M | +5.8% | -45.7% | +51.6% | +3.2% |
| 6M | +229.6% | -49.2% | +278.7% | +220.7% |
| YTD | +632.2% | -60.3% | +692.5% | +616.5% |
| 1Y | +2,365.4% | -81.4% | +2,446.8% | +2,351.1% |
| All | +4,727.7% | -91.9% | +4,819.6% | +4,463.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 3y: compounded portfolio wealth divided by compounded AMIX 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…
3y analysis · Full analysis span regression · 6 months rolling