+4,727.7%
SNDK vs PCAR
+22.8%
+4,704.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.6% | +1.8% |
| 7D | +13.1% | 0.0% | +13.0% | +13.0% |
| 30D | +43.4% | -7.7% | +51.1% | +56.2% |
| 3M | +5.8% | +3.7% | +2.1% | +1.3% |
| 6M | +229.6% | +2.3% | +227.3% | +218.6% |
| YTD | +632.2% | +12.8% | +619.4% | +543.0% |
| 1Y | +2,365.4% | +27.8% | +2,337.7% | +1,798.3% |
| All | +4,727.7% | +22.8% | +4,704.9% | +3,889.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PCAR.
Daily Out/Under-Performance
Portfolio return minus PCAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCAR 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 3y: compounded portfolio wealth divided by compounded PCAR 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…
3y analysis · Full analysis span regression · 6 months rolling