+4,437.1%
SNDK vs BBWI
-45.5%
+4,482.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +6.4% | -9.9% | -6.1% |
| 7D | -6.1% | -4.8% | -1.3% | -4.5% |
| 30D | +21.5% | +3.5% | +18.0% | +18.7% |
| 3M | -13.2% | -0.3% | -12.9% | -16.3% |
| 6M | +149.2% | -5.4% | +154.6% | +141.7% |
| YTD | +588.1% | -4.7% | +592.8% | +555.9% |
| 1Y | +1,837.5% | -30.5% | +1,868.0% | +2,096.3% |
| All | +4,437.1% | -45.5% | +4,482.6% | +6,111.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling