+2,684.0%
SNDK vs PTC
-33.3%
+2,717.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -6.0% | +17.9% | +8.5% |
| 7D | +17.2% | -10.3% | +27.4% | +11.0% |
| 30D | +28.8% | +1.1% | +27.7% | +30.8% |
| 3M | -1.1% | +1.6% | -2.7% | +10.6% |
| 6M | +190.5% | -13.5% | +203.9% | +232.8% |
| YTD | +633.0% | -19.1% | +652.1% | +819.5% |
| 1Y | +2,684.0% | -33.9% | +2,717.9% | +4,958.1% |
| All | +2,684.0% | -33.3% | +2,717.3% | +4,958.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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