+4,437.1%
SNDK vs AZO
-16.5%
+4,453.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.3% | -3.6% |
| 7D | -6.1% | -3.6% | -2.6% | -7.5% |
| 30D | +21.5% | -5.6% | +27.1% | +18.9% |
| 3M | -13.2% | -6.6% | -6.5% | -13.9% |
| 6M | +149.2% | -22.5% | +171.7% | +143.6% |
| YTD | +588.1% | -15.2% | +603.3% | +596.8% |
| 1Y | +1,837.5% | -33.9% | +1,871.5% | +1,749.5% |
| All | +4,437.1% | -16.5% | +4,453.6% | +5,192.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling