+4,437.1%
SNDK vs MS
+61.3%
+4,375.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.8% | -4.3% | -4.5% |
| 7D | -6.1% | -1.5% | -4.6% | -4.3% |
| 30D | +21.5% | -1.5% | +23.0% | +23.4% |
| 3M | -13.2% | +1.4% | -14.6% | -13.5% |
| 6M | +149.2% | +34.7% | +114.5% | +73.7% |
| YTD | +588.1% | +22.7% | +565.3% | +431.2% |
| 1Y | +1,837.5% | +40.1% | +1,797.4% | +1,172.9% |
| All | +4,437.1% | +61.3% | +4,375.8% | +2,204.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling