+433.2%
SNDK vs MS
+22.2%
+411.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +4.2% | -12.1% | -12.7% |
| 7D | -26.2% | +2.6% | -28.8% | -28.5% |
| 30D | -39.1% | +2.6% | -41.7% | -40.9% |
| 3M | -27.3% | -10.1% | -17.2% | -17.9% |
| 6M | -17.4% | +4.4% | -21.8% | -18.3% |
| YTD | +337.0% | +11.7% | +325.3% | +281.2% |
| 1Y | +433.2% | +20.9% | +412.2% | +298.4% |
| All | +433.2% | +22.2% | +411.0% | +298.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MS.
Daily Out/Under-Performance
Portfolio return minus MS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MS 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 MS 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