+4,437.1%
SNDK vs BAH
-34.9%
+4,472.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.3% | -3.8% | -3.4% |
| 7D | -6.1% | +4.3% | -10.4% | -4.7% |
| 30D | +21.5% | -2.5% | +24.0% | +21.0% |
| 3M | -13.2% | -0.9% | -12.3% | -7.8% |
| 6M | +149.2% | +1.5% | +147.7% | +165.6% |
| YTD | +588.1% | -8.0% | +596.0% | +623.4% |
| 1Y | +1,837.5% | -24.7% | +1,862.3% | +1,962.2% |
| All | +4,437.1% | -34.9% | +4,472.0% | +4,755.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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