+1,837.5%
SNDK vs JCI
+36.0%
+1,801.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.2% | -5.7% | -6.7% |
| 7D | -6.1% | +0.7% | -6.9% | -7.3% |
| 30D | +21.5% | -4.4% | +25.9% | +29.8% |
| 3M | -13.2% | +1.7% | -14.9% | -11.9% |
| 6M | +149.2% | +8.8% | +140.4% | +137.4% |
| YTD | +588.1% | +22.6% | +565.4% | +468.1% |
| 1Y | +1,837.5% | +36.2% | +1,801.3% | +1,205.8% |
| All | +1,837.5% | +36.0% | +1,801.6% | +1,205.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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