+4,437.1%
SNDK vs WAT
+5.3%
+4,431.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.7% | -5.2% | -4.9% |
| 7D | -6.1% | -0.3% | -5.9% | -6.0% |
| 30D | +21.5% | -1.9% | +23.4% | +22.7% |
| 3M | -13.2% | +13.5% | -26.7% | -22.4% |
| 6M | +149.2% | +37.2% | +112.0% | +86.2% |
| YTD | +588.1% | +7.5% | +580.6% | +536.2% |
| 1Y | +1,837.5% | +35.0% | +1,802.5% | +1,329.2% |
| All | +4,437.1% | +5.3% | +4,431.7% | +4,451.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling