+4,437.1%
SNDK vs DELL
+422.6%
+4,014.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +12.0% | -15.5% | -9.6% |
| 7D | -6.1% | +8.2% | -14.4% | -10.4% |
| 30D | +21.5% | +17.1% | +4.4% | +10.3% |
| 3M | -13.2% | +45.2% | -58.3% | -28.8% |
| 6M | +149.2% | +286.8% | -137.6% | +16.1% |
| YTD | +588.1% | +354.8% | +233.3% | +179.9% |
| 1Y | +1,837.5% | +358.3% | +1,479.3% | +681.9% |
| All | +4,437.1% | +422.6% | +4,014.5% | +1,409.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DELL.
Daily Out/Under-Performance
Portfolio return minus DELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DELL 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 DELL 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