+173.5%
SNDK vs BTI
-4.1%
+177.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.0% | -5.0% | -3.0% |
| 7D | +8.8% | -2.0% | +10.8% | +6.8% |
| 30D | +33.2% | -3.4% | +36.6% | +28.7% |
| 3M | +3.0% | -9.0% | +12.0% | -3.2% |
| 6M | +173.5% | -5.0% | +178.5% | +154.9% |
| All | +173.5% | -4.1% | +177.6% | +154.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 6mo: compounded portfolio wealth divided by compounded BTI 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…
6mo analysis · Full analysis span regression · 6 months rolling