+4,601.6%
SNDK vs DIS
-1.0%
+4,602.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.6% | -5.6% | -4.5% |
| 7D | +8.8% | -1.3% | +10.1% | +9.2% |
| 30D | +33.2% | +2.2% | +31.0% | +31.7% |
| 3M | +3.0% | +8.1% | -5.1% | -2.0% |
| 6M | +173.5% | +5.2% | +168.2% | +161.9% |
| YTD | +613.0% | -6.3% | +619.3% | +631.4% |
| 1Y | +2,189.8% | -7.3% | +2,197.0% | +2,295.9% |
| All | +4,601.6% | -1.0% | +4,602.7% | +4,313.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 DIS 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