+4,437.1%
SNDK vs WCC
+86.1%
+4,351.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +3.7% | -7.2% | -7.4% |
| 7D | -6.1% | +1.5% | -7.7% | -7.9% |
| 30D | +21.5% | -2.1% | +23.6% | +24.1% |
| 3M | -13.2% | +3.8% | -17.0% | -13.2% |
| 6M | +149.2% | +35.0% | +114.2% | +91.2% |
| YTD | +588.1% | +46.4% | +541.7% | +392.1% |
| 1Y | +1,837.5% | +63.0% | +1,774.6% | +1,183.0% |
| All | +4,437.1% | +86.1% | +4,351.0% | +2,284.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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