+4,437.1%
SNDK vs JD
-24.4%
+4,461.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.1% | -3.6% | -3.5% |
| 7D | -6.1% | -4.2% | -1.9% | -5.3% |
| 30D | +21.5% | -14.4% | +35.9% | +25.0% |
| 3M | -13.2% | -3.6% | -9.6% | -14.5% |
| 6M | +149.2% | -0.3% | +149.5% | +137.3% |
| YTD | +588.1% | -2.4% | +590.4% | +560.3% |
| 1Y | +1,837.5% | -18.5% | +1,856.1% | +1,936.7% |
| All | +4,437.1% | -24.4% | +4,461.5% | +4,992.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 10y: compounded portfolio wealth divided by compounded JD 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…
10y analysis · Full analysis span regression · 6 months rolling