+4,437.1%
SNDK vs WSM
+12.6%
+4,424.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.1% | -4.6% | -4.3% |
| 7D | -6.1% | -0.5% | -5.6% | -5.8% |
| 30D | +21.5% | -7.7% | +29.2% | +28.6% |
| 3M | -13.2% | +3.8% | -17.0% | -17.2% |
| 6M | +149.2% | +22.7% | +126.5% | +107.7% |
| YTD | +588.1% | +28.0% | +560.1% | +453.0% |
| 1Y | +1,837.5% | +12.7% | +1,824.8% | +1,603.7% |
| All | +4,437.1% | +12.6% | +4,424.5% | +3,994.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 all: compounded portfolio wealth divided by compounded WSM 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…
all analysis · Full analysis span regression · 6 months rolling