+2,615.8%
SNDK vs BA
-6.7%
+2,622.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.7% | +0.7% | +13.0% | +13.3% |
| 7D | -5.8% | -1.4% | -4.4% | -4.7% |
| 30D | -34.3% | -7.9% | -26.4% | -31.5% |
| 3M | -23.1% | -25.2% | +2.1% | -9.6% |
| 6M | -36.8% | -26.7% | -10.1% | -25.2% |
| YTD | +311.9% | -19.6% | +331.5% | +353.6% |
| 1Y | +260.0% | -10.6% | +270.6% | +271.8% |
| All | +2,615.8% | -6.7% | +2,622.5% | +2,204.7% |
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