+4,437.1%
SNDK vs IT
-65.2%
+4,502.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +5.3% | -8.8% | -2.7% |
| 7D | -6.1% | -3.7% | -2.5% | -6.6% |
| 30D | +21.5% | +0.1% | +21.4% | +21.8% |
| 3M | -13.2% | +20.7% | -33.9% | -7.9% |
| 6M | +149.2% | +12.0% | +137.2% | +165.5% |
| YTD | +588.1% | -28.8% | +616.9% | +709.2% |
| 1Y | +1,837.5% | -25.5% | +1,863.1% | +2,112.3% |
| All | +4,437.1% | -65.2% | +4,502.3% | +8,036.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 3y: compounded portfolio wealth divided by compounded IT 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…
3y analysis · Full analysis span regression · 6 months rolling