+4,601.6%
SNDK vs WM
-3.3%
+4,605.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.8% | -3.3% | -5.1% |
| 7D | +8.8% | -3.1% | +12.0% | +4.6% |
| 30D | +33.2% | -5.3% | +38.5% | +24.6% |
| 3M | +3.0% | -4.2% | +7.2% | +0.9% |
| 6M | +173.5% | -8.1% | +181.5% | +167.0% |
| YTD | +613.0% | -1.4% | +614.5% | +611.7% |
| 1Y | +2,189.8% | +0.2% | +2,189.5% | +2,256.2% |
| All | +4,601.6% | -3.3% | +4,605.0% | +4,790.8% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling