+2,504.1%
SNDK vs SW
-14.3%
+2,518.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.9% | -2.2% | -3.4% |
| 7D | +16.2% | -3.0% | +19.2% | +17.5% |
| 30D | -36.8% | +4.2% | -40.9% | -38.0% |
| 3M | -30.3% | -11.5% | -18.7% | -27.3% |
| 6M | -35.4% | +8.6% | -44.0% | -39.6% |
| YTD | +294.9% | +15.0% | +279.9% | +246.6% |
| 1Y | +231.1% | +25.7% | +205.5% | +174.9% |
| All | +2,504.1% | -14.3% | +2,518.4% | +2,799.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling