+2,684.0%
SNDK vs GIS
-18.7%
+2,702.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -2.5% | +14.4% | +8.5% |
| 7D | +17.2% | -7.8% | +25.0% | +5.3% |
| 30D | +28.8% | +6.6% | +22.3% | +42.4% |
| 3M | -1.1% | +21.0% | -22.1% | +33.7% |
| 6M | +190.5% | -9.1% | +199.5% | +191.7% |
| YTD | +633.0% | -13.6% | +646.6% | +602.9% |
| 1Y | +2,684.0% | -18.0% | +2,702.0% | +2,403.3% |
| All | +2,684.0% | -18.7% | +2,702.7% | +2,403.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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