+4,601.6%
SNDK vs BAC
+39.8%
+4,561.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.2% | -3.9% | -3.9% |
| 7D | +8.8% | -0.3% | +9.1% | +9.1% |
| 30D | +33.2% | -1.8% | +34.9% | +35.0% |
| 3M | +3.0% | +15.3% | -12.3% | -12.4% |
| 6M | +173.5% | +30.2% | +143.3% | +100.0% |
| YTD | +613.0% | +15.6% | +597.5% | +494.2% |
| 1Y | +2,189.8% | +27.5% | +2,162.3% | +1,565.8% |
| All | +4,601.6% | +39.8% | +4,561.8% | +2,631.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling