+4,601.6%
SNDK vs WST
+41.9%
+4,559.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.2% | -6.2% | -4.8% |
| 7D | +8.8% | +0.4% | +8.4% | +8.6% |
| 30D | +33.2% | -2.0% | +35.2% | +33.9% |
| 3M | +3.0% | +4.1% | -1.1% | +1.4% |
| 6M | +173.5% | +47.4% | +126.1% | +140.0% |
| YTD | +613.0% | +25.4% | +587.6% | +558.6% |
| 1Y | +2,189.8% | +35.3% | +2,154.5% | +1,974.5% |
| All | +4,601.6% | +41.9% | +4,559.8% | +4,035.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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