+2,684.0%
SNDK vs PM
+16.6%
+2,667.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -2.0% | +13.9% | +9.9% |
| 7D | +17.2% | -4.9% | +22.1% | +11.8% |
| 30D | +28.8% | -3.4% | +32.2% | +25.3% |
| 3M | -1.1% | +5.2% | -6.3% | +5.3% |
| 6M | +190.5% | +3.7% | +186.7% | +198.1% |
| YTD | +633.0% | +15.8% | +617.2% | +778.8% |
| 1Y | +2,684.0% | +17.4% | +2,666.6% | +3,484.1% |
| All | +2,684.0% | +16.6% | +2,667.4% | +3,484.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PM.
Daily Out/Under-Performance
Portfolio return minus PM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PM 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 PM 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