+2,684.0%
SNDK vs NVS
+27.7%
+2,656.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.9% | +13.8% | +11.6% |
| 7D | +17.2% | +4.0% | +13.2% | +17.7% |
| 30D | +28.8% | +3.6% | +25.2% | +29.6% |
| 3M | -1.1% | +7.8% | -8.9% | -2.0% |
| 6M | +190.5% | -0.2% | +190.6% | +200.9% |
| YTD | +633.0% | +19.6% | +613.4% | +575.6% |
| 1Y | +2,684.0% | +28.4% | +2,655.6% | +2,479.9% |
| All | +2,684.0% | +27.7% | +2,656.3% | +2,479.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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