+4,800.5%
SNDK vs PFG
+42.2%
+4,758.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +2.2% |
| 7D | +13.6% | +3.2% | +10.4% | +10.2% |
| 30D | +42.5% | +0.9% | +41.6% | +40.6% |
| 3M | +7.1% | +7.7% | -0.6% | -3.2% |
| 6M | +199.7% | +29.0% | +170.7% | +117.8% |
| YTD | +643.2% | +32.5% | +610.7% | +417.1% |
| 1Y | +2,402.0% | +47.3% | +2,354.7% | +1,411.1% |
| All | +4,800.5% | +42.2% | +4,758.3% | +3,474.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling