+4,437.1%
SNDK vs NTR
+62.1%
+4,375.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.4% | -3.1% | -3.4% |
| 7D | -6.1% | -1.3% | -4.8% | -5.9% |
| 30D | +21.5% | +16.8% | +4.7% | +18.0% |
| 3M | -13.2% | +20.7% | -33.9% | -16.6% |
| 6M | +149.2% | +0.5% | +148.7% | +146.4% |
| YTD | +588.1% | +29.2% | +558.9% | +524.9% |
| 1Y | +1,837.5% | +39.6% | +1,798.0% | +1,575.2% |
| All | +4,437.1% | +62.1% | +4,375.0% | +3,308.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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