+433.2%
SNDK vs WMT
+27.5%
+405.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +3.5% | -11.4% | -5.3% |
| 7D | -26.2% | +8.8% | -34.9% | -21.0% |
| 30D | -39.1% | +22.9% | -62.1% | -29.8% |
| 3M | -27.3% | +16.1% | -43.4% | -18.2% |
| 6M | -17.4% | -0.5% | -16.9% | -8.6% |
| YTD | +337.0% | +16.7% | +320.3% | +445.7% |
| 1Y | +433.2% | +27.4% | +405.8% | +747.6% |
| All | +433.2% | +27.5% | +405.6% | +747.6% |
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