+4,601.6%
SNDK vs TER
+233.0%
+4,368.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.5% | -0.5% | -1.1% |
| 7D | +8.8% | +9.4% | -0.5% | +1.0% |
| 30D | +33.2% | -2.4% | +35.6% | +36.3% |
| 3M | +3.0% | +6.5% | -3.5% | +5.1% |
| 6M | +173.5% | +23.2% | +150.3% | +136.6% |
| YTD | +613.0% | +91.5% | +521.6% | +335.8% |
| 1Y | +2,189.8% | +214.8% | +1,975.0% | +918.4% |
| All | +4,601.6% | +233.0% | +4,368.6% | +1,737.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling