+4,437.1%
SNDK vs SPG
+20.5%
+4,416.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.1% | -3.6% | -3.5% |
| 7D | -6.1% | -1.2% | -5.0% | -5.6% |
| 30D | +21.5% | -6.1% | +27.6% | +25.8% |
| 3M | -13.2% | -3.6% | -9.5% | -15.0% |
| 6M | +149.2% | +10.4% | +138.8% | +112.0% |
| YTD | +588.1% | +14.4% | +573.7% | +454.4% |
| 1Y | +1,837.5% | +16.5% | +1,821.0% | +1,420.4% |
| All | +4,437.1% | +20.5% | +4,416.6% | +3,575.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 5y: compounded portfolio wealth divided by compounded SPG 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…
5y analysis · Full analysis span regression · 6 months rolling