+4,437.1%
SNDK vs TROW
+7.2%
+4,429.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.2% | -2.3% | -2.3% |
| 7D | -6.1% | -3.2% | -3.0% | -2.9% |
| 30D | +21.5% | -4.6% | +26.1% | +27.1% |
| 3M | -13.2% | -0.7% | -12.5% | -15.6% |
| 6M | +149.2% | +22.2% | +127.0% | +90.8% |
| YTD | +588.1% | +6.6% | +581.4% | +517.9% |
| 1Y | +1,837.5% | +5.8% | +1,831.7% | +1,649.5% |
| All | +4,437.1% | +7.2% | +4,429.9% | +4,759.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling