+4,800.5%
SNDK vs SWK
+15.2%
+4,785.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.3% | +3.8% | +3.2% |
| 7D | +13.6% | -4.6% | +18.1% | +17.6% |
| 30D | +42.5% | -9.9% | +52.4% | +53.7% |
| 3M | +7.1% | +15.4% | -8.3% | -4.1% |
| 6M | +199.7% | +25.0% | +174.7% | +151.6% |
| YTD | +643.2% | +27.2% | +616.0% | +501.6% |
| 1Y | +2,402.0% | +24.6% | +2,377.4% | +1,957.2% |
| All | +4,800.5% | +15.2% | +4,785.3% | +4,465.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded SWK 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling