+4,437.1%
SNDK vs MO
+43.0%
+4,394.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.3% | -3.8% | -3.2% |
| 7D | -6.1% | +0.1% | -6.3% | -5.9% |
| 30D | +21.5% | +7.1% | +14.4% | +30.6% |
| 3M | -13.2% | -2.0% | -11.2% | -12.4% |
| 6M | +149.2% | +7.3% | +141.9% | +160.6% |
| YTD | +588.1% | +23.5% | +564.6% | +656.7% |
| 1Y | +1,837.5% | +11.0% | +1,826.5% | +1,966.3% |
| All | +4,437.1% | +43.0% | +4,394.0% | +4,380.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 all: compounded portfolio wealth divided by compounded MO 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…
all analysis · Full analysis span regression · 6 months rolling