+4,800.5%
SNDK vs BAX
-18.4%
+4,818.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.4% | +2.1% |
| 7D | +13.6% | -5.1% | +18.7% | +15.5% |
| 30D | +42.5% | -12.2% | +54.7% | +48.3% |
| 3M | +7.1% | +21.8% | -14.7% | -1.3% |
| 6M | +199.7% | +36.3% | +163.4% | +160.2% |
| YTD | +643.2% | +27.8% | +615.4% | +540.1% |
| 1Y | +2,402.0% | -0.1% | +2,402.1% | +2,397.9% |
| All | +4,800.5% | -18.4% | +4,818.9% | +6,167.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling