+4,601.6%
SNDK vs TMF
-23.9%
+4,625.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.4% | -0.6% | -3.9% |
| 7D | +8.8% | -4.8% | +13.6% | +9.1% |
| 30D | +33.2% | -4.9% | +38.1% | +33.4% |
| 3M | +3.0% | -13.4% | +16.4% | +3.7% |
| 6M | +173.5% | -23.0% | +196.5% | +175.2% |
| YTD | +613.0% | -20.2% | +633.2% | +619.0% |
| 1Y | +2,189.8% | -26.5% | +2,216.2% | +2,188.7% |
| All | +4,601.6% | -23.9% | +4,625.5% | +4,556.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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