+4,800.5%
SNDK vs BA
+10.4%
+4,790.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.0% | +3.6% | +2.8% |
| 7D | +13.6% | -1.2% | +14.7% | +14.4% |
| 30D | +42.5% | -11.3% | +53.8% | +53.1% |
| 3M | +7.1% | -3.8% | +10.9% | +9.1% |
| 6M | +199.7% | -8.3% | +207.9% | +211.1% |
| YTD | +643.2% | -4.9% | +648.1% | +649.3% |
| 1Y | +2,402.0% | -10.1% | +2,412.1% | +2,503.7% |
| All | +4,800.5% | +10.4% | +4,790.1% | +3,707.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 5y: compounded portfolio wealth divided by compounded BA 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…
5y analysis · Full analysis span regression · 6 months rolling