+4,800.5%
SNDK vs PM
+31.2%
+4,769.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +1.0% | +1.9% |
| 7D | +13.6% | -1.2% | +14.8% | +12.8% |
| 30D | +42.5% | -0.2% | +42.7% | +43.0% |
| 3M | +7.1% | +4.9% | +2.2% | +11.9% |
| 6M | +199.7% | +9.0% | +190.6% | +213.6% |
| YTD | +643.2% | +17.8% | +625.4% | +712.1% |
| 1Y | +2,402.0% | +16.8% | +2,385.2% | +2,689.1% |
| All | +4,800.5% | +31.2% | +4,769.3% | +5,190.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling