+825.5%
SNDK vs Q
+79.8%
+745.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.5% | -6.0% | -6.4% |
| 7D | -6.1% | +4.9% | -11.1% | -11.4% |
| 30D | +21.5% | -11.0% | +32.5% | +38.3% |
| 3M | -13.2% | -15.2% | +2.0% | +11.1% |
| 6M | +149.2% | +8.8% | +140.4% | +144.5% |
| YTD | +588.1% | +55.1% | +533.0% | +355.8% |
| All | +825.5% | +79.8% | +745.7% | +669.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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