+4,601.6%
SNDK vs Z
-59.6%
+4,661.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.8% | -1.3% | -4.0% |
| 7D | +8.8% | -11.6% | +20.4% | +9.0% |
| 30D | +33.2% | -8.5% | +41.6% | +33.0% |
| 3M | +3.0% | -7.9% | +10.9% | +4.1% |
| 6M | +173.5% | -29.1% | +202.6% | +193.6% |
| YTD | +613.0% | -54.2% | +667.2% | +765.1% |
| 1Y | +2,189.8% | -63.5% | +2,253.3% | +3,043.5% |
| All | +4,601.6% | -59.6% | +4,661.3% | +5,578.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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