+2,684.0%
SNDK vs BBWI
-34.3%
+2,718.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +2.8% | +9.1% | +11.1% |
| 7D | +17.2% | +1.5% | +15.7% | +16.8% |
| 30D | +28.8% | -5.2% | +34.0% | +30.4% |
| 3M | -1.1% | +11.1% | -12.2% | -6.6% |
| 6M | +190.5% | -13.4% | +203.8% | +205.4% |
| YTD | +633.0% | +0.1% | +632.9% | +602.7% |
| 1Y | +2,684.0% | -36.1% | +2,720.1% | +2,562.1% |
| All | +2,684.0% | -34.3% | +2,718.3% | +2,562.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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