+4,437.1%
SNDK vs TER
+241.6%
+4,195.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.6% | -6.1% | -5.7% |
| 7D | -6.1% | +6.4% | -12.5% | -11.2% |
| 30D | +21.5% | -5.7% | +27.2% | +27.8% |
| 3M | -13.2% | -0.4% | -12.8% | -7.9% |
| 6M | +149.2% | +25.8% | +123.4% | +111.3% |
| YTD | +588.1% | +96.4% | +491.7% | +311.1% |
| 1Y | +1,837.5% | +229.2% | +1,608.3% | +733.3% |
| All | +4,437.1% | +241.6% | +4,195.5% | +1,633.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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