+4,437.1%
SNDK vs DGX
+46.4%
+4,390.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.7% | -5.2% | -3.2% |
| 7D | -6.1% | -0.9% | -5.2% | -6.3% |
| 30D | +21.5% | -1.2% | +22.7% | +21.4% |
| 3M | -13.2% | +15.8% | -29.0% | -12.1% |
| 6M | +149.2% | +18.2% | +131.0% | +152.7% |
| YTD | +588.1% | +37.2% | +550.9% | +554.3% |
| 1Y | +1,837.5% | +30.4% | +1,807.2% | +1,758.5% |
| All | +4,437.1% | +46.4% | +4,390.7% | +4,045.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 all: compounded portfolio wealth divided by compounded DGX 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…
all analysis · Full analysis span regression · 6 months rolling