+2,402.0%
SNDK vs SWKS
+4.5%
+2,397.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | 0.0% | +0.8% |
| 7D | +13.6% | +6.8% | +6.8% | +10.2% |
| 30D | +42.5% | +11.3% | +31.2% | +35.5% |
| 3M | +7.1% | +4.1% | +3.1% | +4.8% |
| 6M | +199.7% | +39.7% | +160.0% | +165.8% |
| YTD | +643.2% | +23.2% | +620.0% | +593.2% |
| 1Y | +2,402.0% | +5.3% | +2,396.7% | +2,409.1% |
| All | +2,402.0% | +4.5% | +2,397.5% | +2,409.1% |
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