+4,601.6%
SNDK vs SM
+4.0%
+4,597.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.5% | -4.6% | -4.1% |
| 7D | +8.8% | +2.1% | +6.7% | +8.4% |
| 30D | +33.2% | +18.1% | +15.0% | +29.4% |
| 3M | +3.0% | +17.0% | -14.0% | +0.4% |
| 6M | +173.5% | +55.4% | +118.1% | +140.0% |
| YTD | +613.0% | +108.6% | +504.5% | +450.6% |
| 1Y | +2,189.8% | +45.7% | +2,144.1% | +1,967.3% |
| All | +4,601.6% | +4.0% | +4,597.6% | +4,694.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 3y: compounded portfolio wealth divided by compounded SM 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…
3y analysis · Full analysis span regression · 6 months rolling