+4,800.5%
SNDK vs WM
-2.6%
+4,803.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +0.7% |
| 7D | +13.6% | -1.2% | +14.8% | +12.0% |
| 30D | +42.5% | -4.5% | +47.0% | +34.9% |
| 3M | +7.1% | -2.2% | +9.3% | +7.0% |
| 6M | +199.7% | -11.5% | +211.1% | +190.8% |
| YTD | +643.2% | -0.7% | +643.9% | +649.6% |
| 1Y | +2,402.0% | +0.3% | +2,401.7% | +2,507.5% |
| All | +4,800.5% | -2.6% | +4,803.0% | +5,051.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling