+1,837.5%
SNDK vs FISV
-61.2%
+1,898.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +5.4% | -8.9% | -1.2% |
| 7D | -6.1% | -2.7% | -3.5% | -7.0% |
| 30D | +21.5% | 0.0% | +21.5% | +21.6% |
| 3M | -13.2% | -2.8% | -10.4% | -11.3% |
| 6M | +149.2% | -11.8% | +161.0% | +147.7% |
| YTD | +588.1% | -23.2% | +611.3% | +567.8% |
| 1Y | +1,837.5% | -62.0% | +1,899.5% | +1,723.1% |
| All | +1,837.5% | -61.2% | +1,898.7% | +1,723.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 1y: compounded portfolio wealth divided by compounded FISV 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…
1y analysis · Full analysis span regression · 6 months rolling