+1,837.5%
SNDK vs SPGI
-19.0%
+1,856.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.1% | -3.6% | -3.4% |
| 7D | -6.1% | -7.4% | +1.3% | -11.3% |
| 30D | +21.5% | +0.4% | +21.1% | +22.2% |
| 3M | -13.2% | +5.3% | -18.5% | -8.1% |
| 6M | +149.2% | +1.7% | +147.5% | +162.9% |
| YTD | +588.1% | -16.4% | +604.4% | +572.4% |
| 1Y | +1,837.5% | -20.5% | +1,858.0% | +1,976.8% |
| All | +1,837.5% | -19.0% | +1,856.6% | +1,976.8% |
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