+4,437.1%
SNDK vs AVGO
+55.3%
+4,381.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVGO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.3% | -3.8% | -3.8% |
| 7D | -6.1% | +1.1% | -7.3% | -7.1% |
| 30D | +21.5% | -13.0% | +34.5% | +36.6% |
| 3M | -13.2% | -6.0% | -7.2% | -6.5% |
| 6M | +149.2% | +6.4% | +142.8% | +140.5% |
| YTD | +588.1% | +5.0% | +583.1% | +565.4% |
| 1Y | +1,837.5% | +1.4% | +1,836.2% | +1,869.2% |
| All | +4,437.1% | +55.3% | +4,381.8% | +2,725.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AVGO.
Daily Out/Under-Performance
Portfolio return minus AVGO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVGO 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 AVGO 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