+4,601.6%
SNDK vs PM
+34.1%
+4,567.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.2% | -6.2% | -2.5% |
| 7D | +8.8% | +1.9% | +6.9% | +10.5% |
| 30D | +33.2% | +1.9% | +31.3% | +35.7% |
| 3M | +3.0% | +4.6% | -1.6% | +8.4% |
| 6M | +173.5% | +11.7% | +161.8% | +190.8% |
| YTD | +613.0% | +20.4% | +592.7% | +691.4% |
| 1Y | +2,189.8% | +19.0% | +2,170.8% | +2,493.3% |
| All | +4,601.6% | +34.1% | +4,567.6% | +5,056.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling