+4,437.1%
SNDK vs DRI
+12.4%
+4,424.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.1% | -4.6% | -4.1% |
| 7D | -6.1% | -3.2% | -2.9% | -4.6% |
| 30D | +21.5% | -7.8% | +29.3% | +26.5% |
| 3M | -13.2% | +0.4% | -13.5% | -14.4% |
| 6M | +149.2% | +4.8% | +144.4% | +136.0% |
| YTD | +588.1% | +16.7% | +571.3% | +469.8% |
| 1Y | +1,837.5% | +1.5% | +1,836.1% | +1,769.8% |
| All | +4,437.1% | +12.4% | +4,424.6% | +3,708.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling