+2,358.4%
SNDK vs MSTR
-65.7%
+2,424.1%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.4% | -3.2% | -5.0% |
| 7D | +6.0% | -13.4% | +19.4% | +9.8% |
| 30D | -36.9% | -22.1% | -14.9% | -32.6% |
| 3M | -42.1% | +15.0% | -57.0% | -43.9% |
| 6M | -38.8% | -37.3% | -1.5% | -32.0% |
| YTD | +272.8% | -26.5% | +299.4% | +289.8% |
| 1Y | +263.3% | -46.5% | +309.8% | +312.5% |
| All | +2,358.4% | -65.7% | +2,424.1% | +2,879.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTR.
Daily Out/Under-Performance
Portfolio return minus MSTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTR 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 MSTR 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