+1,837.5%
SNDK vs WFC
+15.0%
+1,822.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.9% | -4.4% | -3.8% |
| 7D | -6.1% | +0.4% | -6.5% | -6.2% |
| 30D | +21.5% | +1.5% | +20.0% | +21.0% |
| 3M | -13.2% | +10.2% | -23.4% | -15.6% |
| 6M | +149.2% | +18.8% | +130.4% | +135.5% |
| YTD | +588.1% | -1.5% | +589.6% | +619.9% |
| 1Y | +1,837.5% | +13.5% | +1,824.0% | +1,782.7% |
| All | +1,837.5% | +15.0% | +1,822.5% | +1,782.7% |
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