+4,437.1%
SNDK vs MA
+1.6%
+4,435.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.7% | -4.2% | -3.6% |
| 7D | -6.1% | -1.7% | -4.4% | -6.0% |
| 30D | +21.5% | +1.7% | +19.8% | +21.0% |
| 3M | -13.2% | +17.2% | -30.4% | -17.3% |
| 6M | +149.2% | +13.3% | +135.9% | +139.4% |
| YTD | +588.1% | +0.2% | +587.9% | +628.3% |
| 1Y | +1,837.5% | -2.7% | +1,840.3% | +2,011.7% |
| All | +4,437.1% | +1.6% | +4,435.5% | +4,847.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MA.
Daily Out/Under-Performance
Portfolio return minus MA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MA 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 MA 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