+433.2%
SNDK vs WFC
+2.7%
+430.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +2.2% | -10.1% | -8.2% |
| 7D | -26.2% | +4.5% | -30.6% | -26.6% |
| 30D | -39.1% | +7.4% | -46.5% | -39.8% |
| 3M | -27.3% | -0.5% | -26.8% | -26.8% |
| 6M | -17.4% | +11.7% | -29.1% | -19.9% |
| YTD | +337.0% | -4.6% | +341.7% | +376.0% |
| 1Y | +433.2% | +2.5% | +430.6% | +392.1% |
| All | +433.2% | +2.7% | +430.5% | +392.1% |
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