+4,601.6%
SNDK vs DRI
+11.2%
+4,590.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.9% | -3.2% | -3.6% |
| 7D | +8.8% | -4.8% | +13.7% | +11.6% |
| 30D | +33.2% | -5.2% | +38.4% | +36.6% |
| 3M | +3.0% | +2.7% | +0.3% | -0.3% |
| 6M | +173.5% | +3.6% | +169.9% | +160.6% |
| YTD | +613.0% | +15.4% | +597.6% | +494.0% |
| 1Y | +2,189.8% | +1.3% | +2,188.5% | +2,097.2% |
| All | +4,601.6% | +11.2% | +4,590.5% | +3,870.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling