+4,800.5%
SNDK vs RMD
-6.6%
+4,807.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.6% |
| 7D | +13.6% | -4.7% | +18.3% | +14.4% |
| 30D | +42.5% | +0.2% | +42.3% | +42.3% |
| 3M | +7.1% | +12.0% | -4.9% | +1.8% |
| 6M | +199.7% | -12.5% | +212.2% | +241.1% |
| YTD | +643.2% | -7.9% | +651.1% | +691.4% |
| 1Y | +2,402.0% | -20.4% | +2,422.4% | +3,000.3% |
| All | +4,800.5% | -6.6% | +4,807.0% | +4,692.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling