+1,837.5%
SNDK vs SRE
+4.6%
+1,833.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.8% | -2.7% | -3.2% |
| 7D | -6.1% | -0.8% | -5.3% | -5.8% |
| 30D | +21.5% | -3.0% | +24.5% | +22.9% |
| 3M | -13.2% | -8.3% | -4.9% | -9.9% |
| 6M | +149.2% | -8.9% | +158.1% | +157.2% |
| YTD | +588.1% | -4.3% | +592.3% | +573.7% |
| 1Y | +1,837.5% | +2.7% | +1,834.8% | +1,849.2% |
| All | +1,837.5% | +4.6% | +1,833.0% | +1,849.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 SRE 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