+4,800.5%
SNDK vs DIA
+20.5%
+4,780.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.3% | +3.2% |
| 7D | +13.6% | -1.2% | +14.8% | +16.5% |
| 30D | +42.5% | -2.7% | +45.2% | +50.8% |
| 3M | +7.1% | +3.3% | +3.9% | -1.2% |
| 6M | +199.7% | +10.4% | +189.2% | +134.6% |
| YTD | +643.2% | +10.0% | +633.2% | +486.5% |
| 1Y | +2,402.0% | +16.2% | +2,385.8% | +1,685.6% |
| All | +4,800.5% | +20.5% | +4,780.0% | +3,471.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling