+4,211.1%
SNDK vs BNY
+89.4%
+4,121.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -3.1% | -1.9% | -1.3% |
| 7D | -10.8% | -4.4% | -6.4% | -5.9% |
| 30D | -5.4% | -3.4% | -2.0% | -1.5% |
| 3M | -21.6% | +9.9% | -31.6% | -30.2% |
| 6M | +134.6% | +36.8% | +97.8% | +58.3% |
| YTD | +553.8% | +37.6% | +516.2% | +312.1% |
| 1Y | +1,701.9% | +50.8% | +1,651.1% | +871.6% |
| All | +4,211.1% | +89.4% | +4,121.7% | +1,560.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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