+4,437.1%
SNDK vs FLEX
+169.0%
+4,268.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +7.2% | -10.7% | -9.7% |
| 7D | -6.1% | +5.7% | -11.9% | -11.2% |
| 30D | +21.5% | -7.0% | +28.5% | +28.5% |
| 3M | -13.2% | -23.8% | +10.6% | +12.2% |
| 6M | +149.2% | +82.6% | +66.6% | +33.1% |
| YTD | +588.1% | +91.6% | +496.4% | +247.3% |
| 1Y | +1,837.5% | +100.6% | +1,737.0% | +864.3% |
| All | +4,437.1% | +169.0% | +4,268.1% | +1,333.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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