+433.2%
SNDK vs WEC
+9.7%
+423.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +2.3% | -10.3% | -5.9% |
| 7D | -26.2% | +6.9% | -33.0% | -21.9% |
| 30D | -39.1% | +16.6% | -55.7% | -32.5% |
| 3M | -27.3% | +9.1% | -36.4% | -21.7% |
| 6M | -17.4% | +3.2% | -20.6% | -11.7% |
| YTD | +337.0% | +14.9% | +322.1% | +332.0% |
| 1Y | +433.2% | +9.2% | +424.0% | +514.8% |
| All | +433.2% | +9.7% | +423.5% | +514.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 1y: compounded portfolio wealth divided by compounded WEC 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…
1y analysis · Full analysis span regression · 6 months rolling