+3,378.9%
SNDK vs AMRZ
-20.1%
+3,399.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.7% | -3.6% |
| 7D | -6.1% | -7.5% | +1.4% | -1.8% |
| 30D | +21.5% | -12.4% | +33.9% | +31.2% |
| 3M | -13.2% | -22.4% | +9.2% | +1.0% |
| 6M | +149.2% | -29.5% | +178.7% | +205.5% |
| YTD | +588.1% | -24.1% | +612.2% | +693.1% |
| 1Y | +1,837.5% | -26.3% | +1,863.8% | +2,094.0% |
| All | +3,378.9% | -20.1% | +3,399.0% | +3,548.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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