+2,288.9%
SNDK vs FGI
+68.3%
+2,220.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.9% | -3.0% |
| 7D | -23.7% | -4.1% | -19.6% | -23.5% |
| 30D | -45.6% | -3.4% | -42.3% | -45.6% |
| 3M | -30.5% | +61.8% | -92.3% | -33.5% |
| 6M | -45.0% | +17.0% | -62.0% | -47.2% |
| YTD | +262.3% | +31.4% | +230.9% | +240.9% |
| 1Y | +221.0% | +42.7% | +178.3% | +204.9% |
| All | +2,288.9% | +68.3% | +2,220.5% | +2,315.4% |
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