+4,437.1%
SNDK vs TECH
+7.3%
+4,429.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.1% | -3.6% | -3.5% |
| 7D | -6.1% | -0.4% | -5.7% | -5.9% |
| 30D | +21.5% | 0.0% | +21.5% | +21.5% |
| 3M | -13.2% | +33.7% | -46.8% | -26.0% |
| 6M | +149.2% | +34.9% | +114.3% | +106.2% |
| YTD | +588.1% | +23.2% | +564.9% | +493.4% |
| 1Y | +1,837.5% | +36.3% | +1,801.2% | +1,449.1% |
| All | +4,437.1% | +7.3% | +4,429.8% | +4,067.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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