+2,684.0%
SNDK vs WFC
+13.8%
+2,670.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.9% | +11.0% | +11.7% |
| 7D | +17.2% | +3.8% | +13.4% | +16.2% |
| 30D | +28.8% | +1.5% | +27.4% | +28.5% |
| 3M | -1.1% | +10.9% | -12.0% | -3.6% |
| 6M | +190.5% | +8.4% | +182.0% | +188.3% |
| YTD | +633.0% | -1.9% | +634.9% | +663.4% |
| 1Y | +2,684.0% | +12.3% | +2,671.7% | +2,673.0% |
| All | +2,684.0% | +13.8% | +2,670.2% | +2,673.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WFC.
Daily Out/Under-Performance
Portfolio return minus WFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WFC 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 WFC 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