+1,837.5%
SNDK vs AZO
-32.5%
+1,870.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.3% | -3.6% |
| 7D | -6.1% | -3.6% | -2.6% | -7.8% |
| 30D | +21.5% | -5.6% | +27.1% | +18.4% |
| 3M | -13.2% | -6.6% | -6.5% | -14.0% |
| 6M | +149.2% | -22.5% | +171.7% | +146.3% |
| YTD | +588.1% | -15.2% | +603.3% | +621.6% |
| 1Y | +1,837.5% | -33.9% | +1,871.5% | +1,787.1% |
| All | +1,837.5% | -32.5% | +1,870.1% | +1,787.1% |
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