+2,684.0%
SNDK vs SO
-1.3%
+2,685.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.7% | +12.6% | +11.0% |
| 7D | +17.2% | -0.2% | +17.3% | +17.1% |
| 30D | +28.8% | -4.6% | +33.4% | +22.0% |
| 3M | -1.1% | -3.0% | +1.9% | -4.2% |
| 6M | +190.5% | -8.3% | +198.7% | +176.6% |
| YTD | +633.0% | +3.5% | +629.5% | +664.9% |
| 1Y | +2,684.0% | -0.9% | +2,684.9% | +2,574.4% |
| All | +2,684.0% | -1.3% | +2,685.3% | +2,574.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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