+2,684.0%
SNDK vs BWA
+59.1%
+2,624.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +2.8% | +9.1% | +9.5% |
| 7D | +17.2% | +5.7% | +11.5% | +11.8% |
| 30D | +28.8% | +1.4% | +27.4% | +27.3% |
| 3M | -1.1% | -12.1% | +11.0% | +9.9% |
| 6M | +190.5% | +28.6% | +161.9% | +154.1% |
| YTD | +633.0% | +51.1% | +581.9% | +417.5% |
| 1Y | +2,684.0% | +55.9% | +2,628.1% | +1,861.1% |
| All | +2,684.0% | +59.1% | +2,624.9% | +1,861.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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