+2,358.4%
SNDK vs WM
+10.3%
+2,348.1%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.1% | -5.5% | -5.8% |
| 7D | +6.0% | +3.2% | +2.8% | +10.7% |
| 30D | -36.9% | +13.0% | -50.0% | -23.9% |
| 3M | -42.1% | +9.2% | -51.3% | -32.6% |
| 6M | -38.8% | +13.6% | -52.5% | -24.4% |
| YTD | +272.8% | +12.4% | +260.4% | +357.0% |
| 1Y | +263.3% | +21.2% | +242.1% | +352.9% |
| All | +2,358.4% | +10.3% | +2,348.1% | +3,040.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling