+4,601.6%
SNDK vs GIS
-33.2%
+4,634.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.0% | -1.0% | -6.7% |
| 7D | +8.8% | -8.4% | +17.3% | +0.8% |
| 30D | +33.2% | -5.2% | +38.4% | +27.7% |
| 3M | +3.0% | +8.2% | -5.2% | +12.8% |
| 6M | +173.5% | -12.0% | +185.5% | +174.5% |
| YTD | +613.0% | -18.9% | +631.9% | +598.4% |
| 1Y | +2,189.8% | -23.6% | +2,213.4% | +2,128.5% |
| All | +4,601.6% | -33.2% | +4,634.8% | +4,746.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling