+4,437.1%
SNDK vs STLA
-57.1%
+4,494.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.3% | -5.8% | -4.7% |
| 7D | -6.1% | -2.9% | -3.3% | -4.8% |
| 30D | +21.5% | +0.9% | +20.6% | +20.1% |
| 3M | -13.2% | -21.6% | +8.4% | -1.9% |
| 6M | +149.2% | -21.6% | +170.8% | +177.5% |
| YTD | +588.1% | -50.4% | +638.5% | +867.4% |
| 1Y | +1,837.5% | -43.6% | +1,881.1% | +2,371.1% |
| All | +4,437.1% | -57.1% | +4,494.2% | +7,238.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 5y: compounded portfolio wealth divided by compounded STLA 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…
5y analysis · Full analysis span regression · 6 months rolling