+1,837.5%
SNDK vs BAX
-0.4%
+1,837.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.6% | -1.9% | -3.4% |
| 7D | -6.1% | -7.9% | +1.7% | -5.7% |
| 30D | +21.5% | -11.7% | +33.2% | +22.3% |
| 3M | -13.2% | +16.2% | -29.4% | -13.1% |
| 6M | +149.2% | +32.0% | +117.2% | +141.9% |
| YTD | +588.1% | +24.7% | +563.4% | +556.1% |
| 1Y | +1,837.5% | -2.6% | +1,840.2% | +2,215.3% |
| All | +1,837.5% | -0.4% | +1,837.9% | +2,215.3% |
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