+2,684.0%
SNDK vs PSX
+101.0%
+2,583.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.2% | +11.7% | +11.9% |
| 7D | +17.2% | +4.5% | +12.6% | +18.2% |
| 30D | +28.8% | +26.6% | +2.2% | +35.8% |
| 3M | -1.1% | +39.3% | -40.4% | +8.9% |
| 6M | +190.5% | +56.8% | +133.6% | +228.3% |
| YTD | +633.0% | +101.8% | +531.2% | +749.6% |
| 1Y | +2,684.0% | +99.6% | +2,584.4% | +3,070.5% |
| All | +2,684.0% | +101.0% | +2,583.0% | +3,070.5% |
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