+433.2%
SNDK vs PFG
+46.8%
+386.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +4.1% | -12.0% | -7.1% |
| 7D | -26.2% | +4.9% | -31.0% | -25.4% |
| 30D | -39.1% | +5.7% | -44.8% | -38.3% |
| 3M | -27.3% | +2.6% | -29.9% | -26.7% |
| 6M | -17.4% | +19.8% | -37.2% | -21.6% |
| YTD | +337.0% | +36.3% | +300.7% | +276.1% |
| 1Y | +433.2% | +47.9% | +385.3% | +368.1% |
| All | +433.2% | +46.8% | +386.3% | +368.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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