+433.2%
SNDK vs PSX
+97.5%
+335.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -4.5% | -3.4% | -8.9% |
| 7D | -26.2% | -5.2% | -21.0% | -26.9% |
| 30D | -39.1% | -3.7% | -35.4% | -39.4% |
| 3M | -27.3% | +26.8% | -54.1% | -21.2% |
| 6M | -17.4% | +47.3% | -64.7% | -3.1% |
| YTD | +337.0% | +105.4% | +231.6% | +501.4% |
| 1Y | +433.2% | +96.9% | +336.3% | +644.4% |
| All | +433.2% | +97.5% | +335.7% | +644.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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