+2,358.4%
SNDK vs MAS
+13.5%
+2,344.9%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.2% | -5.8% | -5.7% |
| 7D | +6.0% | +3.0% | +3.0% | +4.4% |
| 30D | -36.9% | +22.4% | -59.3% | -44.3% |
| 3M | -42.1% | +14.5% | -56.6% | -46.8% |
| 6M | -38.8% | +27.1% | -66.0% | -48.6% |
| YTD | +272.8% | +35.8% | +237.1% | +186.0% |
| 1Y | +263.3% | +39.4% | +223.9% | +171.2% |
| All | +2,358.4% | +13.5% | +2,344.9% | +2,142.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 5y: compounded portfolio wealth divided by compounded MAS 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…
5y analysis · Full analysis span regression · 6 months rolling