+4,437.1%
SNDK vs DG
+73.9%
+4,363.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.3% | -4.8% | -3.5% |
| 7D | -6.1% | -6.5% | +0.3% | -6.1% |
| 30D | +21.5% | +4.2% | +17.3% | +21.6% |
| 3M | -13.2% | +9.5% | -22.7% | -14.4% |
| 6M | +149.2% | -13.1% | +162.3% | +156.5% |
| YTD | +588.1% | -4.8% | +592.9% | +597.9% |
| 1Y | +1,837.5% | +20.6% | +1,816.9% | +1,826.5% |
| All | +4,437.1% | +73.9% | +4,363.2% | +4,101.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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