+4,437.1%
SNDK vs PSX
+120.3%
+4,316.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.4% | -3.9% | -3.7% |
| 7D | -6.1% | +1.7% | -7.8% | -6.9% |
| 30D | +21.5% | +15.6% | +5.9% | +13.5% |
| 3M | -13.2% | +46.5% | -59.7% | -27.9% |
| 6M | +149.2% | +55.0% | +94.2% | +95.8% |
| YTD | +588.1% | +105.3% | +482.8% | +320.1% |
| 1Y | +1,837.5% | +101.6% | +1,735.9% | +1,074.2% |
| All | +4,437.1% | +120.3% | +4,316.8% | +2,546.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling