+4,800.5%
SNDK vs AMIX
-91.9%
+4,892.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.5% |
| 7D | +13.6% | +1.6% | +12.0% | +13.5% |
| 30D | +42.5% | -50.8% | +93.3% | +44.2% |
| 3M | +7.1% | -46.3% | +53.4% | +4.5% |
| 6M | +199.7% | -49.9% | +249.5% | +191.7% |
| YTD | +643.2% | -60.4% | +703.6% | +627.3% |
| 1Y | +2,402.0% | -81.7% | +2,483.7% | +2,386.7% |
| All | +4,800.5% | -91.9% | +4,892.4% | +4,532.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling