+4,800.5%
SNDK vs WFC
+16.7%
+4,783.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.9% | -0.4% | +0.1% |
| 7D | +13.6% | +0.4% | +13.1% | +13.2% |
| 30D | +42.5% | +2.5% | +40.1% | +39.8% |
| 3M | +7.1% | +10.0% | -2.8% | -1.0% |
| 6M | +199.7% | +15.1% | +184.6% | +163.8% |
| YTD | +643.2% | -2.2% | +645.4% | +657.2% |
| 1Y | +2,402.0% | +13.5% | +2,388.6% | +2,060.6% |
| All | +4,800.5% | +16.7% | +4,783.8% | +3,526.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling