+4,437.1%
SNDK vs JPM
+33.2%
+4,403.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.8% | -4.3% | -4.3% |
| 7D | -6.1% | -0.7% | -5.5% | -5.5% |
| 30D | +21.5% | -2.5% | +24.0% | +24.3% |
| 3M | -13.2% | +14.1% | -27.3% | -26.3% |
| 6M | +149.2% | +25.1% | +124.1% | +87.0% |
| YTD | +588.1% | +12.1% | +575.9% | +485.9% |
| 1Y | +1,837.5% | +18.8% | +1,818.7% | +1,420.2% |
| All | +4,437.1% | +33.2% | +4,403.9% | +2,812.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling