+433.2%
SNDK vs SO
+3.3%
+429.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.7% | -7.2% | -8.7% |
| 7D | -26.2% | +1.7% | -27.9% | -24.4% |
| 30D | -39.1% | +11.1% | -50.3% | -31.1% |
| 3M | -27.3% | +0.7% | -28.0% | -25.6% |
| 6M | -17.4% | -1.4% | -16.0% | -14.5% |
| YTD | +337.0% | +9.4% | +327.6% | +357.3% |
| 1Y | +433.2% | +3.7% | +429.4% | +526.8% |
| All | +433.2% | +3.3% | +429.9% | +526.8% |
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