+4,437.1%
SNDK vs WPM
+127.4%
+4,309.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.1% | -5.6% | -4.5% |
| 7D | -6.1% | -0.6% | -5.6% | -5.9% |
| 30D | +21.5% | +14.4% | +7.1% | +12.6% |
| 3M | -13.2% | +37.0% | -50.2% | -27.1% |
| 6M | +149.2% | +4.1% | +145.1% | +133.7% |
| YTD | +588.1% | +31.7% | +556.4% | +462.4% |
| 1Y | +1,837.5% | +44.2% | +1,793.4% | +1,407.0% |
| All | +4,437.1% | +127.4% | +4,309.7% | +2,840.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 3y: compounded portfolio wealth divided by compounded WPM 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…
3y analysis · Full analysis span regression · 6 months rolling