+4,437.1%
SNDK vs BEN
+81.4%
+4,355.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.5% |
| 7D | -6.1% | -3.1% | -3.0% | -3.4% |
| 30D | +21.5% | +0.2% | +21.3% | +21.5% |
| 3M | -13.2% | +6.8% | -20.0% | -17.6% |
| 6M | +149.2% | +38.1% | +111.1% | +84.9% |
| YTD | +588.1% | +44.3% | +543.7% | +368.9% |
| 1Y | +1,837.5% | +42.6% | +1,795.0% | +1,239.1% |
| All | +4,437.1% | +81.4% | +4,355.7% | +2,438.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling