+4,727.7%
SNDK vs SM
+2.9%
+4,724.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.6% | -3.7% | -0.7% |
| 7D | +13.1% | -0.2% | +13.2% | +13.1% |
| 30D | +43.4% | +31.5% | +11.9% | +36.8% |
| 3M | +5.8% | +17.3% | -11.5% | +3.0% |
| 6M | +229.6% | +48.5% | +181.1% | +192.9% |
| YTD | +632.2% | +106.3% | +525.9% | +466.5% |
| 1Y | +2,365.4% | +47.3% | +2,318.1% | +2,102.2% |
| All | +4,727.7% | +2.9% | +4,724.8% | +4,832.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling