+433.2%
SNDK vs SPGI
+3.2%
+430.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +3.4% | -11.3% | -5.2% |
| 7D | -26.2% | +7.2% | -33.4% | -21.5% |
| 30D | -39.1% | +23.2% | -62.3% | -28.3% |
| 3M | -27.3% | +17.0% | -44.4% | -17.2% |
| 6M | -17.4% | +20.4% | -37.8% | -0.9% |
| YTD | +337.0% | -1.9% | +338.9% | +400.3% |
| 1Y | +433.2% | +2.9% | +430.3% | +555.3% |
| All | +433.2% | +3.2% | +430.0% | +555.3% |
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