+4,800.5%
SNDK vs PFE
+20.9%
+4,779.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +13.6% | -4.3% | +17.8% | +14.8% |
| 30D | +42.5% | +2.7% | +39.8% | +41.1% |
| 3M | +7.1% | +10.0% | -2.8% | +4.1% |
| 6M | +199.7% | +7.2% | +192.5% | +194.1% |
| YTD | +643.2% | +17.3% | +625.9% | +571.8% |
| 1Y | +2,402.0% | +20.3% | +2,381.7% | +2,112.8% |
| All | +4,800.5% | +20.9% | +4,779.6% | +4,349.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling