+4,437.1%
SNDK vs DIA
+20.9%
+4,416.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.0% | -4.5% | -5.7% |
| 7D | -6.1% | -1.6% | -4.6% | -2.8% |
| 30D | +21.5% | -2.0% | +23.5% | +26.5% |
| 3M | -13.2% | +3.6% | -16.8% | -20.8% |
| 6M | +149.2% | +11.5% | +137.7% | +90.7% |
| YTD | +588.1% | +10.4% | +577.7% | +438.6% |
| 1Y | +1,837.5% | +15.6% | +1,822.0% | +1,294.2% |
| All | +4,437.1% | +20.9% | +4,416.2% | +3,180.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling