+4,437.1%
SNDK vs BAC
+40.1%
+4,397.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.7% | -3.7% |
| 7D | -6.1% | 0.0% | -6.1% | -6.1% |
| 30D | +21.5% | -2.8% | +24.3% | +24.5% |
| 3M | -13.2% | +14.2% | -27.4% | -25.5% |
| 6M | +149.2% | +30.5% | +118.7% | +81.7% |
| YTD | +588.1% | +15.8% | +572.3% | +472.2% |
| 1Y | +1,837.5% | +26.2% | +1,811.4% | +1,328.9% |
| All | +4,437.1% | +40.1% | +4,397.0% | +2,530.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BAC.
Daily Out/Under-Performance
Portfolio return minus BAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAC 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 10y: compounded portfolio wealth divided by compounded BAC 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…
10y analysis · Full analysis span regression · 6 months rolling