+199.7%
SNDK vs WCC
+38.2%
+161.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.8% | +3.1% |
| 7D | +13.6% | +6.8% | +6.8% | +5.1% |
| 30D | +42.5% | -3.0% | +45.5% | +47.9% |
| 3M | +7.1% | +0.2% | +6.9% | +7.8% |
| 6M | +199.7% | +33.2% | +166.5% | +137.8% |
| All | +199.7% | +38.2% | +161.4% | +137.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling