+2,684.0%
SNDK vs SMR
-76.3%
+2,760.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.5% | +12.4% | +12.1% |
| 7D | +17.2% | +4.4% | +12.8% | +15.0% |
| 30D | +28.8% | +3.4% | +25.4% | +25.3% |
| 3M | -1.1% | -19.2% | +18.0% | +6.1% |
| 6M | +190.5% | -22.6% | +213.1% | +206.9% |
| YTD | +633.0% | -31.5% | +664.5% | +678.7% |
| 1Y | +2,684.0% | -73.1% | +2,757.1% | +4,082.7% |
| All | +2,684.0% | -76.3% | +2,760.3% | +4,082.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SMR.
Daily Out/Under-Performance
Portfolio return minus SMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMR 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 SMR 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