+4,800.5%
SNDK vs BEN
+84.0%
+4,716.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +3.0% | +2.9% |
| 7D | +13.6% | +3.4% | +10.2% | +10.5% |
| 30D | +42.5% | +1.8% | +40.7% | +40.5% |
| 3M | +7.1% | +8.4% | -1.2% | +0.5% |
| 6M | +199.7% | +35.6% | +164.0% | +125.7% |
| YTD | +643.2% | +46.4% | +596.8% | +400.0% |
| 1Y | +2,402.0% | +46.3% | +2,355.7% | +1,583.8% |
| All | +4,800.5% | +84.0% | +4,716.5% | +2,607.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling