+4,437.1%
SNDK vs ESI
+33.7%
+4,403.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.5% | -4.0% | -4.2% |
| 7D | -6.1% | -4.6% | -1.5% | -0.2% |
| 30D | +21.5% | -10.5% | +32.0% | +40.9% |
| 3M | -13.2% | -19.8% | +6.6% | +21.9% |
| 6M | +149.2% | +5.8% | +143.4% | +152.4% |
| YTD | +588.1% | +38.3% | +549.8% | +378.3% |
| 1Y | +1,837.5% | +31.5% | +1,806.0% | +1,378.2% |
| All | +4,437.1% | +33.7% | +4,403.3% | +3,378.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 10y: compounded portfolio wealth divided by compounded ESI 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…
10y analysis · Full analysis span regression · 6 months rolling