+4,437.1%
SNDK vs FIS
-45.2%
+4,482.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.0% | -2.5% | -3.7% |
| 7D | -6.1% | -9.0% | +2.8% | -7.6% |
| 30D | +21.5% | -9.0% | +30.5% | +19.6% |
| 3M | -13.2% | -0.5% | -12.6% | -15.0% |
| 6M | +149.2% | -23.1% | +172.3% | +157.4% |
| YTD | +588.1% | -41.5% | +629.5% | +726.1% |
| 1Y | +1,837.5% | -42.2% | +1,879.7% | +2,239.1% |
| All | +4,437.1% | -45.2% | +4,482.3% | +5,601.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 3y: compounded portfolio wealth divided by compounded FIS 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…
3y analysis · Full analysis span regression · 6 months rolling