+433.2%
SNDK vs MRSH
+20.0%
+413.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +3.3% | -11.2% | -2.3% |
| 7D | -26.2% | +9.4% | -35.6% | -13.2% |
| 30D | -39.1% | +23.4% | -62.6% | -12.2% |
| 3M | -27.3% | +9.9% | -37.2% | -12.6% |
| 6M | -17.4% | +26.0% | -43.4% | +32.0% |
| YTD | +337.0% | +15.2% | +321.8% | +539.5% |
| 1Y | +433.2% | +18.4% | +414.8% | +729.3% |
| All | +433.2% | +20.0% | +413.2% | +729.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 1y: compounded portfolio wealth divided by compounded MRSH 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…
1y analysis · Full analysis span regression · 6 months rolling