+2,684.0%
SNDK vs NWSA
+5.5%
+2,678.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.8% | +13.7% | +10.7% |
| 7D | +17.2% | -1.9% | +19.0% | +15.9% |
| 30D | +28.8% | +4.6% | +24.3% | +33.0% |
| 3M | -1.1% | +13.2% | -14.3% | +10.0% |
| 6M | +190.5% | +27.0% | +163.5% | +214.1% |
| YTD | +633.0% | +16.8% | +616.2% | +739.1% |
| 1Y | +2,684.0% | +4.5% | +2,679.5% | +3,382.0% |
| All | +2,684.0% | +5.5% | +2,678.5% | +3,382.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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