+4,437.1%
SNDK vs CHD
-9.4%
+4,446.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.7% | -3.3% |
| 7D | -6.1% | -4.5% | -1.7% | -9.2% |
| 30D | +21.5% | -6.7% | +28.2% | +16.2% |
| 3M | -13.2% | -2.7% | -10.5% | -13.0% |
| 6M | +149.2% | -4.9% | +154.1% | +151.0% |
| YTD | +588.1% | +13.3% | +574.7% | +623.7% |
| 1Y | +1,837.5% | +1.0% | +1,836.5% | +1,962.4% |
| All | +4,437.1% | -9.4% | +4,446.5% | +5,011.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 3y: compounded portfolio wealth divided by compounded CHD 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…
3y analysis · Full analysis span regression · 6 months rolling