+199.7%
SNDK vs WDC
+101.7%
+97.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.5% | +0.5% |
| 7D | +13.6% | +7.5% | +6.1% | +5.9% |
| 30D | +42.5% | +10.1% | +32.5% | +30.4% |
| 3M | +7.1% | -6.8% | +14.0% | +16.9% |
| 6M | +199.7% | +84.1% | +115.5% | +79.5% |
| All | +199.7% | +101.7% | +97.9% | +79.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling