+302.1%
SNDK vs SW
+26.7%
+275.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.9% | +4.5% | +3.7% |
| 7D | -27.4% | +2.3% | -29.8% | -27.6% |
| 30D | -50.7% | +6.8% | -57.4% | -51.2% |
| 3M | -33.7% | -5.2% | -28.5% | -32.9% |
| 6M | -40.8% | +7.4% | -48.2% | -42.5% |
| YTD | +251.8% | +17.4% | +234.4% | +235.8% |
| 1Y | +302.1% | +27.1% | +275.0% | +270.0% |
| All | +302.1% | +26.7% | +275.4% | +270.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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