+263.3%
SNDK vs MS
+15.2%
+248.2%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.8% | -6.4% | -6.5% |
| 7D | +6.0% | +5.1% | +0.9% | +0.1% |
| 30D | -36.9% | +5.7% | -42.6% | -39.6% |
| 3M | -42.1% | -12.2% | -29.9% | -32.1% |
| 6M | -38.8% | -0.5% | -38.4% | -35.0% |
| YTD | +272.8% | +9.8% | +263.0% | +244.4% |
| 1Y | +263.3% | +17.7% | +245.6% | +191.0% |
| All | +263.3% | +15.2% | +248.2% | +191.0% |
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