+4,437.1%
SNDK vs MSFT
+23.5%
+4,413.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.6% | -4.1% | -3.8% |
| 7D | -6.1% | -0.8% | -5.3% | -5.8% |
| 30D | +21.5% | +0.8% | +20.7% | +20.5% |
| 3M | -13.2% | +27.2% | -40.4% | -22.8% |
| 6M | +149.2% | +22.9% | +126.3% | +123.3% |
| YTD | +588.1% | +3.1% | +584.9% | +605.8% |
| 1Y | +1,837.5% | -0.3% | +1,837.8% | +1,994.6% |
| All | +4,437.1% | +23.5% | +4,413.6% | +3,519.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFT.
Daily Out/Under-Performance
Portfolio return minus MSFT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFT 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 MSFT 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