+4,437.1%
SNDK vs MDT
+4.6%
+4,432.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.7% | -2.8% | -3.5% |
| 7D | -6.1% | -3.4% | -2.7% | -6.2% |
| 30D | +21.5% | +0.2% | +21.3% | +21.6% |
| 3M | -13.2% | +14.3% | -27.4% | -15.3% |
| 6M | +149.2% | +4.0% | +145.2% | +162.5% |
| YTD | +588.1% | -3.7% | +591.7% | +683.0% |
| 1Y | +1,837.5% | -0.4% | +1,837.9% | +2,065.3% |
| All | +4,437.1% | +4.6% | +4,432.5% | +4,329.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 MDT 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