+272.5%
SNDK vs BRO
-4.7%
+277.1%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.3% | +0.7% | -22.9% | -21.3% |
| 7D | -39.4% | +9.9% | -49.3% | -29.7% |
| 30D | -51.4% | +22.3% | -73.7% | -33.5% |
| 3M | -40.3% | +5.3% | -45.6% | -33.5% |
| 6M | -42.7% | +30.3% | -73.0% | -12.8% |
| YTD | +239.7% | -5.7% | +245.5% | +322.6% |
| 1Y | +272.5% | -3.5% | +276.0% | +354.2% |
| All | +272.5% | -4.7% | +277.1% | +354.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 BRO 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