+4,800.5%
SNDK vs D
+25.2%
+4,775.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.2% | +1.7% |
| 7D | +13.6% | -0.4% | +14.0% | +13.6% |
| 30D | +42.5% | -2.1% | +44.6% | +43.0% |
| 3M | +7.1% | -0.7% | +7.9% | +6.8% |
| 6M | +199.7% | +5.6% | +194.1% | +192.2% |
| YTD | +643.2% | +14.6% | +628.6% | +583.3% |
| 1Y | +2,402.0% | +15.3% | +2,386.7% | +2,174.0% |
| All | +4,800.5% | +25.2% | +4,775.3% | +4,118.9% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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