+4,437.1%
SNDK vs AU
+245.1%
+4,192.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.5% | -4.0% | -3.7% |
| 7D | -6.1% | -4.3% | -1.9% | -4.5% |
| 30D | +21.5% | +7.3% | +14.2% | +16.9% |
| 3M | -13.2% | +26.3% | -39.5% | -22.6% |
| 6M | +149.2% | +1.8% | +147.4% | +139.5% |
| YTD | +588.1% | +26.8% | +561.3% | +499.7% |
| 1Y | +1,837.5% | +66.7% | +1,770.9% | +1,491.6% |
| All | +4,437.1% | +245.1% | +4,192.0% | +3,037.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 all: compounded portfolio wealth divided by compounded AU 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…
all analysis · Full analysis span regression · 6 months rolling