+4,727.7%
SNDK vs SWKS
+21.1%
+4,706.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -2.0% | -1.3% |
| 7D | +13.1% | +11.8% | +1.3% | +5.1% |
| 30D | +43.4% | +6.7% | +36.6% | +37.0% |
| 3M | +5.8% | 0.0% | +5.8% | +5.9% |
| 6M | +229.6% | +38.7% | +190.9% | +157.1% |
| YTD | +632.2% | +21.4% | +610.8% | +514.0% |
| 1Y | +2,365.4% | +2.9% | +2,362.5% | +2,256.5% |
| All | +4,727.7% | +21.1% | +4,706.6% | +4,425.2% |
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