+4,437.1%
SNDK vs BTSG
+167.9%
+4,269.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.5% | -5.0% | -4.5% |
| 7D | -6.1% | -3.3% | -2.8% | -4.1% |
| 30D | +21.5% | -1.6% | +23.1% | +22.0% |
| 3M | -13.2% | -6.9% | -6.3% | -9.2% |
| 6M | +149.2% | +42.1% | +107.1% | +100.2% |
| YTD | +588.1% | +56.8% | +531.3% | +422.4% |
| 1Y | +1,837.5% | +109.8% | +1,727.7% | +1,170.9% |
| All | +4,437.1% | +167.9% | +4,269.2% | +2,331.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 BTSG 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