+4,727.7%
SNDK vs PPL
+7.5%
+4,720.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +13.1% | +1.8% | +11.3% | +13.0% |
| 30D | +43.4% | -1.1% | +44.4% | +43.7% |
| 3M | +5.8% | 0.0% | +5.8% | +5.7% |
| 6M | +229.6% | -7.6% | +237.2% | +238.2% |
| YTD | +632.2% | +1.7% | +630.4% | +612.2% |
| 1Y | +2,365.4% | +1.5% | +2,363.9% | +2,298.2% |
| All | +4,727.7% | +7.5% | +4,720.2% | +4,218.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 PPL 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