+2,684.0%
SNDK vs IAG
+119.5%
+2,564.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -2.2% | +14.1% | +13.0% |
| 7D | +17.2% | -0.5% | +17.7% | +17.1% |
| 30D | +28.8% | +28.9% | 0.0% | +9.9% |
| 3M | -1.1% | +19.1% | -20.3% | -12.1% |
| 6M | +190.5% | -10.3% | +200.7% | +193.3% |
| YTD | +633.0% | +24.2% | +608.8% | +460.1% |
| 1Y | +2,684.0% | +116.5% | +2,567.5% | +1,272.1% |
| All | +2,684.0% | +119.5% | +2,564.5% | +1,272.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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