+4,437.1%
SNDK vs WDC
+782.6%
+3,654.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.0% | -0.5% | -0.4% |
| 7D | -6.1% | -4.3% | -1.8% | -1.8% |
| 30D | +21.5% | -1.5% | +23.0% | +24.0% |
| 3M | -13.2% | -15.5% | +2.3% | +2.9% |
| 6M | +149.2% | +66.5% | +82.8% | +43.5% |
| YTD | +588.1% | +159.9% | +428.2% | +133.1% |
| 1Y | +1,837.5% | +366.0% | +1,471.6% | +273.4% |
| All | +4,437.1% | +782.6% | +3,654.5% | +377.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WDC.
Daily Out/Under-Performance
Portfolio return minus WDC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WDC 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 WDC 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