+2,684.0%
SNDK vs BEN
+42.6%
+2,641.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +3.5% | +8.4% | +9.8% |
| 7D | +17.2% | +0.2% | +16.9% | +17.0% |
| 30D | +28.8% | -0.5% | +29.4% | +29.3% |
| 3M | -1.1% | +9.7% | -10.8% | -4.8% |
| 6M | +190.5% | +33.9% | +156.6% | +149.1% |
| YTD | +633.0% | +49.0% | +584.0% | +473.3% |
| 1Y | +2,684.0% | +42.1% | +2,641.9% | +2,266.9% |
| All | +2,684.0% | +42.6% | +2,641.4% | +2,266.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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