+149.2%
SNDK vs SMCI
+23.3%
+125.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +7.3% | -10.8% | -6.4% |
| 7D | -6.1% | +1.3% | -7.4% | -6.8% |
| 30D | +21.5% | +6.6% | +14.9% | +18.1% |
| 3M | -13.2% | +25.4% | -38.6% | -21.9% |
| 6M | +149.2% | +26.1% | +123.1% | +116.9% |
| All | +149.2% | +23.3% | +125.9% | +116.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SMCI.
Daily Out/Under-Performance
Portfolio return minus SMCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMCI 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 6mo: compounded portfolio wealth divided by compounded SMCI 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…
6mo analysis · Full analysis span regression · 6 months rolling