+2,504.1%
SNDK vs FGI
+89.2%
+2,414.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +6.2% | -10.3% | -4.4% |
| 7D | +16.2% | +13.5% | +2.7% | +15.6% |
| 30D | -36.8% | +17.1% | -53.9% | -37.2% |
| 3M | -30.3% | +78.0% | -108.3% | -33.5% |
| 6M | -35.4% | +46.4% | -81.9% | -38.4% |
| YTD | +294.9% | +47.7% | +247.2% | +269.8% |
| 1Y | +231.1% | +56.8% | +174.3% | +212.9% |
| All | +2,504.1% | +89.2% | +2,414.8% | +2,520.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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