+4,800.5%
SNDK vs FGI
+73.7%
+4,726.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.4% | -0.9% | +1.4% |
| 7D | +13.6% | +14.7% | -1.1% | +12.9% |
| 30D | +42.5% | +67.0% | -24.4% | +36.5% |
| 3M | +7.1% | +31.0% | -23.9% | +2.9% |
| 6M | +199.7% | +126.8% | +72.8% | +180.0% |
| YTD | +643.2% | +35.6% | +607.6% | +599.9% |
| 1Y | +2,402.0% | +108.9% | +2,293.1% | +2,319.2% |
| All | +4,800.5% | +73.7% | +4,726.8% | +4,859.1% |
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