+4,437.1%
SNDK vs ELV
+11.6%
+4,425.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.5% | -4.0% | -3.6% |
| 7D | -6.1% | +3.2% | -9.3% | -6.5% |
| 30D | +21.5% | +5.4% | +16.1% | +20.4% |
| 3M | -13.2% | +5.4% | -18.5% | -13.9% |
| 6M | +149.2% | +45.7% | +103.5% | +128.2% |
| YTD | +588.1% | +21.2% | +566.9% | +548.4% |
| 1Y | +1,837.5% | +35.6% | +1,801.9% | +1,707.2% |
| All | +4,437.1% | +11.6% | +4,425.5% | +4,853.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 ELV 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