+4,727.7%
SNDK vs DRI
+14.1%
+4,713.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | +0.8% |
| 7D | +13.1% | -1.2% | +14.3% | +13.7% |
| 30D | +43.4% | -0.4% | +43.8% | +43.3% |
| 3M | +5.8% | +9.5% | -3.7% | -1.8% |
| 6M | +229.6% | +6.5% | +223.1% | +209.4% |
| YTD | +632.2% | +18.4% | +613.7% | +502.0% |
| 1Y | +2,365.4% | +4.2% | +2,361.2% | +2,223.9% |
| All | +4,727.7% | +14.1% | +4,713.7% | +3,923.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling