+4,437.1%
SNDK vs SNY
-13.8%
+4,450.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.1% | -3.6% | -3.5% |
| 7D | -6.1% | -3.3% | -2.8% | -6.3% |
| 30D | +21.5% | -2.2% | +23.7% | +21.3% |
| 3M | -13.2% | -3.0% | -10.2% | -13.4% |
| 6M | +149.2% | +2.7% | +146.5% | +142.7% |
| YTD | +588.1% | -6.8% | +594.9% | +593.2% |
| 1Y | +1,837.5% | -5.3% | +1,842.8% | +1,848.5% |
| All | +4,437.1% | -13.8% | +4,450.9% | +4,794.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 10y: compounded portfolio wealth divided by compounded SNY 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…
10y analysis · Full analysis span regression · 6 months rolling