+173.5%
SNDK vs GIS
-13.7%
+187.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.0% | -1.0% | -8.3% |
| 7D | +8.8% | -8.4% | +17.3% | -3.8% |
| 30D | +33.2% | -5.2% | +38.4% | +24.7% |
| 3M | +3.0% | +8.2% | -5.2% | +20.8% |
| 6M | +173.5% | -12.0% | +185.5% | +225.3% |
| All | +173.5% | -13.7% | +187.2% | +225.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling