+4,800.5%
SNDK vs STM
+120.0%
+4,680.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +2.1% |
| 7D | +13.6% | +1.7% | +11.9% | +12.3% |
| 30D | +42.5% | -5.2% | +47.7% | +48.7% |
| 3M | +7.1% | -29.6% | +36.8% | +41.2% |
| 6M | +199.7% | +54.4% | +145.3% | +131.0% |
| YTD | +643.2% | +99.5% | +543.7% | +385.2% |
| 1Y | +2,402.0% | +100.8% | +2,301.3% | +1,492.5% |
| All | +4,800.5% | +120.0% | +4,680.5% | +2,663.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STM.
Daily Out/Under-Performance
Portfolio return minus STM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STM 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 3y: compounded portfolio wealth divided by compounded STM 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…
3y analysis · Full analysis span regression · 6 months rolling