+2,684.0%
SNDK vs MTB
+23.4%
+2,660.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.1% | +12.0% | +11.9% |
| 7D | +17.2% | +1.7% | +15.4% | +16.5% |
| 30D | +28.8% | -4.2% | +33.0% | +30.7% |
| 3M | -1.1% | +8.9% | -10.0% | -6.2% |
| 6M | +190.5% | +10.9% | +179.6% | +174.0% |
| YTD | +633.0% | +21.5% | +611.5% | +536.6% |
| 1Y | +2,684.0% | +21.9% | +2,662.1% | +2,160.7% |
| All | +2,684.0% | +23.4% | +2,660.6% | +2,160.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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