+433.2%
SNDK vs STX
+119.7%
+313.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -8.1% | +0.2% | +0.9% |
| 7D | -26.2% | -20.2% | -6.0% | -5.4% |
| 30D | -39.1% | -37.2% | -1.9% | +0.2% |
| 3M | -27.3% | -34.1% | +6.7% | +11.2% |
| 6M | -17.4% | -24.5% | +7.1% | +14.0% |
| YTD | +337.0% | +102.9% | +234.1% | +75.7% |
| 1Y | +433.2% | +123.8% | +309.4% | +87.8% |
| All | +433.2% | +119.7% | +313.5% | +87.8% |
Cumulative growth
Daily Returns
Daily percentage return beside STX.
Daily Out/Under-Performance
Portfolio return minus STX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STX 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 STX 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