+4,800.5%
SNDK vs SHOP
+4.8%
+4,795.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.5% | +7.0% | +2.7% |
| 7D | +13.6% | -10.6% | +24.2% | +16.1% |
| 30D | +42.5% | -18.3% | +60.8% | +48.3% |
| 3M | +7.1% | +14.8% | -7.7% | -0.3% |
| 6M | +199.7% | -5.0% | +204.7% | +193.1% |
| YTD | +643.2% | -21.2% | +664.4% | +678.7% |
| 1Y | +2,402.0% | -11.6% | +2,413.6% | +2,411.5% |
| All | +4,800.5% | +4.8% | +4,795.7% | +4,076.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling