+2,684.0%
SNDK vs DIA
+19.6%
+2,664.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.5% | +12.4% | +13.2% |
| 7D | +17.2% | -0.2% | +17.4% | +17.4% |
| 30D | +28.8% | -1.5% | +30.4% | +33.6% |
| 3M | -1.1% | +3.8% | -4.9% | -10.6% |
| 6M | +190.5% | +10.3% | +180.2% | +122.2% |
| YTD | +633.0% | +12.1% | +620.9% | +404.7% |
| 1Y | +2,684.0% | +18.6% | +2,665.4% | +1,421.8% |
| All | +2,684.0% | +19.6% | +2,664.4% | +1,421.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 1y: compounded portfolio wealth divided by compounded DIA 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…
1y analysis · Full analysis span regression · 6 months rolling