+1,837.5%
SNDK vs JBL
+47.2%
+1,790.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +5.0% | -8.5% | -10.2% |
| 7D | -6.1% | +2.4% | -8.5% | -9.6% |
| 30D | +21.5% | -13.1% | +34.6% | +46.0% |
| 3M | -13.2% | -15.6% | +2.4% | +10.9% |
| 6M | +149.2% | +24.6% | +124.6% | +96.4% |
| YTD | +588.1% | +39.6% | +548.5% | +351.8% |
| 1Y | +1,837.5% | +48.6% | +1,788.9% | +1,048.5% |
| All | +1,837.5% | +47.2% | +1,790.4% | +1,048.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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