+4,601.6%
SNDK vs RSP
+21.3%
+4,580.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.7% | -3.4% | -2.4% |
| 7D | +8.8% | -3.1% | +12.0% | +17.5% |
| 30D | +33.2% | -3.4% | +36.6% | +44.5% |
| 3M | +3.0% | +3.6% | -0.6% | -7.3% |
| 6M | +173.5% | +9.0% | +164.5% | +117.4% |
| YTD | +613.0% | +12.2% | +600.8% | +424.4% |
| 1Y | +2,189.8% | +15.6% | +2,174.2% | +1,504.9% |
| All | +4,601.6% | +21.3% | +4,580.4% | +3,618.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 RSP 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