+2,684.0%
SNDK vs WMT
+8.1%
+2,675.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.2% | +13.1% | +11.2% |
| 7D | +17.2% | +3.9% | +13.2% | +19.7% |
| 30D | +28.8% | -4.4% | +33.2% | +26.3% |
| 3M | -1.1% | -8.8% | +7.7% | -3.0% |
| 6M | +190.5% | -15.6% | +206.1% | +178.1% |
| YTD | +633.0% | -3.2% | +636.2% | +681.3% |
| 1Y | +2,684.0% | +7.0% | +2,677.0% | +3,544.3% |
| All | +2,684.0% | +8.1% | +2,675.9% | +3,544.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WMT.
Daily Out/Under-Performance
Portfolio return minus WMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMT 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 WMT 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