+2,684.0%
SNDK vs SHOP
+3.0%
+2,681.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.5% | +12.4% | +11.9% |
| 7D | +17.2% | -5.1% | +22.3% | +17.4% |
| 30D | +28.8% | +0.6% | +28.3% | +28.7% |
| 3M | -1.1% | +25.0% | -26.2% | -3.6% |
| 6M | +190.5% | +11.9% | +178.5% | +188.6% |
| YTD | +633.0% | -9.9% | +642.9% | +737.4% |
| 1Y | +2,684.0% | 0.0% | +2,684.0% | +2,757.7% |
| All | +2,684.0% | +3.0% | +2,681.0% | +2,757.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SHOP.
Daily Out/Under-Performance
Portfolio return minus SHOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHOP 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 SHOP 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