+4,437.1%
SNDK vs SWKS
+42.0%
+4,395.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +5.1% | -8.6% | -6.7% |
| 7D | -6.1% | +19.4% | -25.5% | -16.9% |
| 30D | +21.5% | +26.8% | -5.3% | +3.2% |
| 3M | -13.2% | +21.5% | -34.7% | -23.8% |
| 6M | +149.2% | +61.0% | +88.2% | +75.4% |
| YTD | +588.1% | +42.2% | +545.8% | +417.1% |
| 1Y | +1,837.5% | +22.1% | +1,815.4% | +1,539.5% |
| All | +4,437.1% | +42.0% | +4,395.1% | +3,711.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling