+2,358.4%
SNDK vs FGI
+41.6%
+2,316.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -25.2% | +19.6% | -4.5% |
| 7D | +6.0% | -14.4% | +20.4% | +6.6% |
| 30D | -36.9% | -11.8% | -25.2% | -36.6% |
| 3M | -42.1% | -46.2% | +4.2% | -40.9% |
| 6M | -38.8% | +5.2% | -44.0% | -40.9% |
| YTD | +272.8% | +10.5% | +262.3% | +253.2% |
| 1Y | +263.3% | +25.5% | +237.9% | +247.7% |
| All | +2,358.4% | +41.6% | +2,316.8% | +2,402.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling