+4,437.1%
SNDK vs NVS
+37.1%
+4,400.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.3% | -3.5% |
| 7D | -6.1% | -14.3% | +8.1% | -4.4% |
| 30D | +21.5% | -10.0% | +31.5% | +22.3% |
| 3M | -13.2% | -10.9% | -2.3% | -13.0% |
| 6M | +149.2% | -12.0% | +161.2% | +152.2% |
| YTD | +588.1% | +2.5% | +585.6% | +528.1% |
| 1Y | +1,837.5% | +10.7% | +1,826.9% | +1,596.4% |
| All | +4,437.1% | +37.1% | +4,400.0% | +3,170.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling