+4,727.7%
SNDK vs PTC
-20.2%
+4,747.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.5% | +5.4% | -0.3% |
| 7D | +13.1% | -12.8% | +25.9% | +12.5% |
| 30D | +43.4% | -9.8% | +53.2% | +42.7% |
| 3M | +5.8% | -2.1% | +7.9% | +8.2% |
| 6M | +229.6% | -18.1% | +247.7% | +263.6% |
| YTD | +632.2% | -23.5% | +655.7% | +738.5% |
| 1Y | +2,365.4% | -37.4% | +2,402.8% | +3,205.7% |
| All | +4,727.7% | -20.2% | +4,747.9% | +4,763.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling