+4,601.6%
SNDK vs PTC
-22.9%
+4,624.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.1% | -3.9% | -4.1% |
| 7D | +8.8% | -14.2% | +23.1% | +8.2% |
| 30D | +33.2% | -14.4% | +47.6% | +32.4% |
| 3M | +3.0% | -4.7% | +7.7% | +4.9% |
| 6M | +173.5% | -19.3% | +192.8% | +198.4% |
| YTD | +613.0% | -26.1% | +639.1% | +715.5% |
| 1Y | +2,189.8% | -37.1% | +2,226.8% | +2,881.8% |
| All | +4,601.6% | -22.9% | +4,624.5% | +4,630.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling