+433.2%
SNDK vs RMD
-1.9%
+435.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +5.9% | -13.8% | -5.7% |
| 7D | -26.2% | -3.9% | -22.3% | -26.7% |
| 30D | -39.1% | +7.9% | -47.0% | -36.0% |
| 3M | -27.3% | +8.1% | -35.4% | -23.3% |
| 6M | -17.4% | +15.5% | -32.9% | -5.1% |
| YTD | +337.0% | +0.7% | +336.4% | +406.9% |
| 1Y | +433.2% | -1.4% | +434.5% | +528.6% |
| All | +433.2% | -1.9% | +435.1% | +528.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 1y: compounded portfolio wealth divided by compounded RMD 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…
1y analysis · Full analysis span regression · 6 months rolling