+272.5%
SNDK vs TROW
+12.7%
+259.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.3% | -3.4% | -18.8% | -20.0% |
| 7D | -39.4% | +2.0% | -41.3% | -39.5% |
| 30D | -51.4% | +4.9% | -56.4% | -52.5% |
| 3M | -40.3% | -4.3% | -36.0% | -38.1% |
| 6M | -42.7% | +7.0% | -49.6% | -46.5% |
| YTD | +239.7% | +10.4% | +229.3% | +212.4% |
| 1Y | +272.5% | +11.8% | +260.7% | +242.2% |
| All | +272.5% | +12.7% | +259.7% | +242.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 1y: compounded portfolio wealth divided by compounded TROW 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…
1y analysis · Full analysis span regression · 6 months rolling