+2,684.0%
SNDK vs WAT
+41.4%
+2,642.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.0% | +12.9% | +12.6% |
| 7D | +17.2% | -1.3% | +18.5% | +18.1% |
| 30D | +28.8% | +2.3% | +26.5% | +26.0% |
| 3M | -1.1% | +8.7% | -9.9% | -7.1% |
| 6M | +190.5% | +28.3% | +162.1% | +142.3% |
| YTD | +633.0% | +7.8% | +625.2% | +593.1% |
| 1Y | +2,684.0% | +36.6% | +2,647.4% | +2,103.9% |
| All | +2,684.0% | +41.4% | +2,642.6% | +2,103.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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