+4,437.1%
SNDK vs TFC
+17.3%
+4,419.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.1% | -3.6% | -3.6% |
| 7D | -6.1% | -2.4% | -3.7% | -4.2% |
| 30D | +21.5% | -3.4% | +24.9% | +24.9% |
| 3M | -13.2% | +0.4% | -13.6% | -15.6% |
| 6M | +149.2% | +12.7% | +136.5% | +111.5% |
| YTD | +588.1% | +5.6% | +582.5% | +513.1% |
| 1Y | +1,837.5% | +16.0% | +1,821.5% | +1,422.3% |
| All | +4,437.1% | +17.3% | +4,419.8% | +3,507.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TFC.
Daily Out/Under-Performance
Portfolio return minus TFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TFC 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 TFC 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