+4,437.1%
SNDK vs FDS
-41.7%
+4,478.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.2% | -2.3% | -3.9% |
| 7D | -6.1% | -14.0% | +7.9% | -11.2% |
| 30D | +21.5% | -6.2% | +27.7% | +19.1% |
| 3M | -13.2% | +10.2% | -23.4% | -8.8% |
| 6M | +149.2% | +27.4% | +121.8% | +157.7% |
| YTD | +588.1% | -9.3% | +597.3% | +663.2% |
| 1Y | +1,837.5% | -28.6% | +1,866.2% | +2,490.4% |
| All | +4,437.1% | -41.7% | +4,478.7% | +9,182.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 FDS 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