+4,437.1%
SNDK vs PFE
+20.6%
+4,416.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.3% | -3.8% | -3.6% |
| 7D | -6.1% | -2.6% | -3.6% | -5.5% |
| 30D | +21.5% | +5.4% | +16.1% | +19.5% |
| 3M | -13.2% | +7.8% | -21.0% | -14.8% |
| 6M | +149.2% | +5.0% | +144.2% | +147.7% |
| YTD | +588.1% | +17.1% | +571.0% | +522.3% |
| 1Y | +1,837.5% | +19.3% | +1,818.2% | +1,623.1% |
| All | +4,437.1% | +20.6% | +4,416.4% | +4,022.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PFE.
Daily Out/Under-Performance
Portfolio return minus PFE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFE 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 10y: compounded portfolio wealth divided by compounded PFE 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…
10y analysis · Full analysis span regression · 6 months rolling