+2,684.0%
SNDK vs SWKS
+4.6%
+2,679.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +3.5% | +8.4% | +10.2% |
| 7D | +17.2% | +12.5% | +4.7% | +11.0% |
| 30D | +28.8% | +10.5% | +18.3% | +22.5% |
| 3M | -1.1% | -7.4% | +6.3% | +0.8% |
| 6M | +190.5% | +32.7% | +157.8% | +162.8% |
| YTD | +633.0% | +19.2% | +613.8% | +593.7% |
| 1Y | +2,684.0% | +2.4% | +2,681.6% | +2,767.4% |
| All | +2,684.0% | +4.6% | +2,679.4% | +2,767.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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