+4,727.7%
SNDK vs RF
+34.7%
+4,693.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.0% | +1.0% |
| 7D | +13.1% | +2.7% | +10.4% | +10.2% |
| 30D | +43.4% | -3.4% | +46.7% | +47.9% |
| 3M | +5.8% | +6.4% | -0.5% | -2.5% |
| 6M | +229.6% | +13.4% | +216.2% | +178.0% |
| YTD | +632.2% | +14.2% | +617.9% | +500.1% |
| 1Y | +2,365.4% | +15.7% | +2,349.7% | +1,895.0% |
| All | +4,727.7% | +34.7% | +4,693.0% | +3,287.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 RF 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