+2,358.4%
SNDK vs SWKS
+44.5%
+2,313.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.1% | -5.5% | -5.5% |
| 7D | +6.0% | +9.4% | -3.4% | +0.5% |
| 30D | -36.9% | +17.0% | -53.9% | -42.0% |
| 3M | -42.1% | +28.9% | -71.0% | -51.6% |
| 6M | -38.8% | +33.1% | -72.0% | -50.4% |
| YTD | +272.8% | +44.8% | +228.0% | +175.5% |
| 1Y | +263.3% | +36.2% | +227.1% | +183.1% |
| All | +2,358.4% | +44.5% | +2,313.8% | +1,930.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling