+2,684.0%
SNDK vs WM
-0.9%
+2,684.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.2% | +13.1% | +9.3% |
| 7D | +17.2% | -0.3% | +17.5% | +16.7% |
| 30D | +28.8% | -2.4% | +31.2% | +23.5% |
| 3M | -1.1% | +0.4% | -1.5% | +4.5% |
| 6M | +190.5% | -9.5% | +199.9% | +175.8% |
| YTD | +633.0% | +0.5% | +632.5% | +702.7% |
| 1Y | +2,684.0% | -1.1% | +2,685.1% | +3,326.2% |
| All | +2,684.0% | -0.9% | +2,684.9% | +3,326.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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