+2,684.0%
SNDK vs XYZ
+9.3%
+2,674.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.7% | +12.6% | +12.0% |
| 7D | +17.2% | -1.0% | +18.1% | +17.3% |
| 30D | +28.8% | -1.7% | +30.6% | +29.0% |
| 3M | -1.1% | +16.7% | -17.9% | -4.5% |
| 6M | +190.5% | +26.9% | +163.6% | +176.0% |
| YTD | +633.0% | +27.1% | +605.9% | +632.5% |
| 1Y | +2,684.0% | +9.3% | +2,674.7% | +3,049.8% |
| All | +2,684.0% | +9.3% | +2,674.7% | +3,049.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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