+272.5%
SNDK vs BLK
+12.9%
+259.6%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.3% | -4.4% | -17.9% | -20.5% |
| 7D | -39.4% | -0.5% | -38.9% | -38.7% |
| 30D | -51.4% | +8.5% | -59.9% | -52.3% |
| 3M | -40.3% | +3.8% | -44.1% | -40.6% |
| 6M | -42.7% | +12.8% | -55.5% | -44.6% |
| YTD | +239.7% | +11.2% | +228.6% | +202.1% |
| 1Y | +272.5% | +11.4% | +261.1% | +235.4% |
| All | +272.5% | +12.9% | +259.6% | +235.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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