+4,601.6%
SNDK vs EFV
+54.7%
+4,547.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.3% | -3.8% | -3.4% |
| 7D | +8.8% | -2.0% | +10.8% | +13.7% |
| 30D | +33.2% | -0.2% | +33.3% | +33.5% |
| 3M | +3.0% | +9.1% | -6.1% | -13.9% |
| 6M | +173.5% | +11.7% | +161.8% | +118.7% |
| YTD | +613.0% | +17.0% | +596.0% | +409.9% |
| 1Y | +2,189.8% | +26.7% | +2,163.0% | +1,294.4% |
| All | +4,601.6% | +54.7% | +4,547.0% | +1,968.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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