+2,358.4%
SNDK vs FIX
+177.2%
+2,181.2%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.4% | -4.2% | -4.2% |
| 7D | +6.0% | +9.4% | -3.4% | -2.8% |
| 30D | -36.9% | -27.8% | -9.2% | -13.1% |
| 3M | -42.1% | -35.6% | -6.5% | -11.7% |
| 6M | -38.8% | -45.2% | +6.4% | +13.4% |
| YTD | +272.8% | +19.5% | +253.3% | +266.8% |
| 1Y | +263.3% | +24.2% | +239.1% | +254.2% |
| All | +2,358.4% | +177.2% | +2,181.2% | +1,211.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX 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 10y: compounded portfolio wealth divided by compounded FIX 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…
10y analysis · Full analysis span regression · 6 months rolling