+2,684.0%
SNDK vs JPM
+21.8%
+2,662.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.9% | +12.8% | +12.5% |
| 7D | +17.2% | +0.3% | +16.9% | +16.8% |
| 30D | +28.8% | -0.2% | +29.0% | +28.7% |
| 3M | -1.1% | +15.9% | -17.0% | -11.3% |
| 6M | +190.5% | +20.9% | +169.5% | +150.3% |
| YTD | +633.0% | +12.9% | +620.1% | +567.6% |
| 1Y | +2,684.0% | +20.3% | +2,663.7% | +2,297.2% |
| All | +2,684.0% | +21.8% | +2,662.2% | +2,297.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JPM.
Daily Out/Under-Performance
Portfolio return minus JPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JPM 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 JPM 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