+2,684.0%
SNDK vs NTRS
+47.2%
+2,636.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | 0.0% | +11.9% | +11.9% |
| 7D | +17.2% | +0.4% | +16.8% | +16.8% |
| 30D | +28.8% | +1.7% | +27.1% | +27.0% |
| 3M | -1.1% | +8.9% | -10.0% | -7.3% |
| 6M | +190.5% | +30.6% | +159.9% | +129.9% |
| YTD | +633.0% | +38.7% | +594.3% | +437.3% |
| 1Y | +2,684.0% | +48.1% | +2,635.9% | +1,869.7% |
| All | +2,684.0% | +47.2% | +2,636.8% | +1,869.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 NTRS 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