+433.2%
SNDK vs MSI
+28.6%
+404.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +1.2% | -9.1% | -6.9% |
| 7D | -26.2% | +2.8% | -29.0% | -24.4% |
| 30D | -39.1% | +9.1% | -48.3% | -34.4% |
| 3M | -27.3% | +12.5% | -39.8% | -19.1% |
| 6M | -17.4% | +14.2% | -31.6% | -1.8% |
| YTD | +337.0% | +30.7% | +306.3% | +389.9% |
| 1Y | +433.2% | +27.5% | +405.7% | +680.6% |
| All | +433.2% | +28.6% | +404.6% | +680.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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