+4,437.1%
SNDK vs MKC
-30.4%
+4,467.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.4% | -3.9% | -3.3% |
| 7D | -6.1% | -1.5% | -4.7% | -6.6% |
| 30D | +21.5% | -3.1% | +24.6% | +20.3% |
| 3M | -13.2% | +5.2% | -18.4% | -11.2% |
| 6M | +149.2% | -12.8% | +162.0% | +158.2% |
| YTD | +588.1% | -23.3% | +611.4% | +630.1% |
| 1Y | +1,837.5% | -24.1% | +1,861.7% | +1,974.7% |
| All | +4,437.1% | -30.4% | +4,467.5% | +5,527.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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