+4,437.1%
SNDK vs BMY
+21.4%
+4,415.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.3% | -3.5% |
| 7D | -6.1% | -4.8% | -1.4% | -5.9% |
| 30D | +21.5% | -0.1% | +21.6% | +21.2% |
| 3M | -13.2% | +13.1% | -26.3% | -14.3% |
| 6M | +149.2% | +8.4% | +140.8% | +148.3% |
| YTD | +588.1% | +22.0% | +566.1% | +552.3% |
| 1Y | +1,837.5% | +40.3% | +1,797.3% | +1,636.9% |
| All | +4,437.1% | +21.4% | +4,415.6% | +4,999.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 BMY 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