+4,437.1%
SNDK vs PTC
-21.7%
+4,458.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.6% | -5.1% | -3.4% |
| 7D | -6.1% | -7.3% | +1.1% | -6.4% |
| 30D | +21.5% | -11.6% | +33.1% | +20.9% |
| 3M | -13.2% | +10.5% | -23.7% | -13.9% |
| 6M | +149.2% | -17.8% | +167.0% | +171.8% |
| YTD | +588.1% | -24.9% | +613.0% | +687.5% |
| 1Y | +1,837.5% | -36.8% | +1,874.4% | +2,445.6% |
| All | +4,437.1% | -21.7% | +4,458.7% | +4,467.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling