+4,437.1%
SNDK vs FIS
-44.5%
+4,481.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.7% | -3.5% |
| 7D | -6.1% | -7.9% | +1.8% | -7.4% |
| 30D | +21.5% | -8.0% | +29.5% | +19.8% |
| 3M | -13.2% | +0.6% | -13.8% | -14.9% |
| 6M | +149.2% | -22.2% | +171.4% | +157.9% |
| YTD | +588.1% | -40.8% | +628.9% | +727.8% |
| 1Y | +1,837.5% | -41.5% | +1,879.1% | +2,243.9% |
| All | +4,437.1% | -44.5% | +4,481.6% | +5,613.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling