+2,684.0%
SNDK vs PFG
+51.4%
+2,632.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.5% | +13.4% | +11.8% |
| 7D | +17.2% | +5.5% | +11.6% | +17.1% |
| 30D | +28.8% | +2.4% | +26.5% | +28.9% |
| 3M | -1.1% | +13.6% | -14.7% | -4.5% |
| 6M | +190.5% | +27.9% | +162.6% | +158.4% |
| YTD | +633.0% | +35.6% | +597.4% | +527.9% |
| 1Y | +2,684.0% | +48.5% | +2,635.5% | +2,269.7% |
| All | +2,684.0% | +51.4% | +2,632.6% | +2,269.7% |
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