+4,437.1%
SNDK vs SMR
-67.4%
+4,504.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -15.7% | +12.2% | +0.9% |
| 7D | -6.1% | -11.2% | +5.1% | -3.7% |
| 30D | +21.5% | -10.2% | +31.7% | +23.7% |
| 3M | -13.2% | -10.0% | -3.2% | -11.2% |
| 6M | +149.2% | -30.5% | +179.7% | +164.7% |
| YTD | +588.1% | -39.2% | +627.3% | +642.8% |
| 1Y | +1,837.5% | -75.5% | +1,913.1% | +2,345.3% |
| All | +4,437.1% | -67.4% | +4,504.5% | +4,109.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling