+2,684.0%
SNDK vs BAX
+9.9%
+2,674.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +1.0% | +10.9% | +11.8% |
| 7D | +17.2% | -1.1% | +18.3% | +17.3% |
| 30D | +28.8% | -5.5% | +34.3% | +29.3% |
| 3M | -1.1% | +33.5% | -34.7% | -3.2% |
| 6M | +190.5% | +35.9% | +154.6% | +180.0% |
| YTD | +633.0% | +35.4% | +597.6% | +586.8% |
| 1Y | +2,684.0% | +9.8% | +2,674.2% | +3,048.4% |
| All | +2,684.0% | +9.9% | +2,674.1% | +3,048.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 1y: compounded portfolio wealth divided by compounded BAX 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…
1y analysis · Full analysis span regression · 6 months rolling