+433.2%
SNDK vs GEN
+20.2%
+413.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +4.0% | -11.9% | -6.3% |
| 7D | -26.2% | +26.9% | -53.0% | -18.6% |
| 30D | -39.1% | +38.6% | -77.8% | -30.7% |
| 3M | -27.3% | +9.7% | -37.1% | -23.9% |
| 6M | -17.4% | +58.9% | -76.3% | -9.9% |
| YTD | +337.0% | +15.3% | +321.7% | +298.7% |
| 1Y | +433.2% | +21.8% | +411.4% | +377.1% |
| All | +433.2% | +20.2% | +413.0% | +377.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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