+173.5%
SNDK vs SMR
-16.1%
+189.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -5.6% | +1.5% | -1.6% |
| 7D | +8.8% | +4.7% | +4.1% | +5.8% |
| 30D | +33.2% | +3.2% | +29.9% | +29.1% |
| 3M | +3.0% | +9.9% | -6.9% | -3.2% |
| 6M | +173.5% | -15.1% | +188.6% | +190.1% |
| All | +173.5% | -16.1% | +189.6% | +190.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling