+4,601.6%
SNDK vs SRE
+6.1%
+4,595.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.2% | -2.9% | -3.5% |
| 7D | +8.8% | -0.7% | +9.5% | +9.2% |
| 30D | +33.2% | -1.7% | +34.9% | +33.9% |
| 3M | +3.0% | -7.1% | +10.1% | +6.9% |
| 6M | +173.5% | -8.4% | +181.9% | +183.5% |
| YTD | +613.0% | -3.5% | +616.5% | +612.2% |
| 1Y | +2,189.8% | +5.4% | +2,184.4% | +2,092.9% |
| All | +4,601.6% | +6.1% | +4,595.6% | +4,132.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling