+2,684.0%
SNDK vs AZO
-28.9%
+2,712.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.5% | +11.4% | +12.1% |
| 7D | +17.2% | +0.7% | +16.5% | +17.5% |
| 30D | +28.8% | -2.7% | +31.5% | +27.6% |
| 3M | -1.1% | -3.2% | +2.1% | -0.3% |
| 6M | +190.5% | -19.7% | +210.2% | +194.8% |
| YTD | +633.0% | -12.0% | +645.0% | +681.2% |
| 1Y | +2,684.0% | -29.5% | +2,713.5% | +2,853.4% |
| All | +2,684.0% | -28.9% | +2,712.9% | +2,853.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 1y: compounded portfolio wealth divided by compounded AZO 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…
1y analysis · Full analysis span regression · 6 months rolling