+2,684.0%
SNDK vs DRI
+6.9%
+2,677.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.5% | +12.4% | +11.9% |
| 7D | +17.2% | +0.6% | +16.6% | +17.1% |
| 30D | +28.8% | +3.8% | +25.0% | +28.6% |
| 3M | -1.1% | +13.0% | -14.1% | -3.4% |
| 6M | +190.5% | +8.3% | +182.1% | +188.3% |
| YTD | +633.0% | +20.6% | +612.4% | +574.2% |
| 1Y | +2,684.0% | +6.5% | +2,677.5% | +2,653.0% |
| All | +2,684.0% | +6.9% | +2,677.1% | +2,653.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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