+4,727.7%
SNDK vs MOS
+6.2%
+4,721.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.7% | -0.9% |
| 7D | +13.1% | +7.1% | +6.0% | +10.9% |
| 30D | +43.4% | +15.0% | +28.3% | +37.3% |
| 3M | +5.8% | +24.1% | -18.2% | -1.8% |
| 6M | +229.6% | +2.7% | +226.9% | +217.2% |
| YTD | +632.2% | +12.2% | +620.0% | +565.7% |
| 1Y | +2,365.4% | -16.3% | +2,381.7% | +2,483.1% |
| All | +4,727.7% | +6.2% | +4,721.6% | +3,517.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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