+4,601.6%
SNDK vs MTB
+27.4%
+4,574.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.4% | -4.5% | -4.5% |
| 7D | +8.8% | -0.4% | +9.3% | +9.3% |
| 30D | +33.2% | -4.6% | +37.8% | +39.2% |
| 3M | +3.0% | +7.4% | -4.4% | -7.1% |
| 6M | +173.5% | +18.7% | +154.8% | +116.6% |
| YTD | +613.0% | +21.1% | +592.0% | +437.2% |
| 1Y | +2,189.8% | +24.1% | +2,165.7% | +1,564.5% |
| All | +4,601.6% | +27.4% | +4,574.2% | +3,448.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling