+2,684.0%
SNDK vs PBR
+70.4%
+2,613.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.9% | +13.8% | +12.4% |
| 7D | +17.2% | +8.6% | +8.6% | +14.3% |
| 30D | +28.8% | +12.8% | +16.0% | +24.5% |
| 3M | -1.1% | +14.7% | -15.8% | -4.5% |
| 6M | +190.5% | +25.2% | +165.3% | +175.9% |
| YTD | +633.0% | +77.1% | +555.9% | +538.9% |
| 1Y | +2,684.0% | +69.6% | +2,614.4% | +2,245.0% |
| All | +2,684.0% | +70.4% | +2,613.6% | +2,245.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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