+2,684.0%
SNDK vs SPGI
-12.7%
+2,696.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.6% | +13.5% | +10.8% |
| 7D | +17.2% | +0.1% | +17.0% | +17.5% |
| 30D | +28.8% | +8.4% | +20.4% | +36.7% |
| 3M | -1.1% | +11.8% | -13.0% | +9.7% |
| 6M | +190.5% | +5.7% | +184.7% | +219.4% |
| YTD | +633.0% | -9.7% | +642.7% | +664.2% |
| 1Y | +2,684.0% | -12.5% | +2,696.5% | +3,224.3% |
| All | +2,684.0% | -12.7% | +2,696.7% | +3,224.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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